Skip to main content

Securitize Fund Services and Upshift Partner to Deliver Institutional-Grade Reporting for Onchain Vaults

Applies institutional fund administration, independent reporting, allocation tracking, and performance transparency, to onchain vaults

E
Written by Ethan Luc

MIAMI, April 22 — Securitize Fund Services (SFS), part of Securitize (which has announced a proposed business combination with Cantor Equity Partners II, Inc. (Nasdaq: CEPT)), a leading digital asset fund administrator across 700+ funds, today announced a partnership with Upshift, an institutional-grade onchain yield platform to deliver independent, audit-ready reporting infrastructure for onchain vaults.

This partnership represents the first application of institutional fund administration tools and expertise: independent reporting, allocation tracking, and performance transparency to onchain vaults. Securitize Fund Services will provide Upshift’s curators and depositors with independent performance reporting, investor-level allocation transparency, and full reconciliation of complex onchain and protocol-level activity, delivering audit- and tax-ready data.

The initiative extends Securitize’s Vault Registrar architecture, which enables identity-bound, investor-specific vaults, by adding a fund administration layer that independently validates performance and ownership at the investor level.

“Onchain vaults are increasingly being used like funds, but they’ve operated without independent reporting or standardized reconciliation," said Mikhail Davidyan, Head of Fund Services at Securitize. “That’s a blocker for institutional capital. This partnership introduces a trusted third-party layer that delivers transparent performance, verified allocations, and audit- and tax-ready data, bringing vaults in line with how professional investors evaluate and deploy capital.”

“Curated vaults have become one of the primary ways capital is deployed onchain, but the transparency and reporting infrastructure hasn't fully reached institutional-grade to allow for regulated, publicly traded companies to join that shift,” said Aya Kantarovich, Co-founder at Upshift. “By working with Securitize Fund Services, we’re giving allocators the independent reporting, visibility, and operational confidence they need to comply with reporting requirements, without compromising the efficiency and composability that make vaults powerful.”

For more information about vault institutional-grade vault reporting, please visit: https://securitize.io/digital-asset-reporting

###

About Securitize

Securitize, the world’s leader in tokenizing real-world assets with $4B+ AUM (as of April 2026), is bringing the world onchain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, BNY, Hamilton Lane, KKR, VanEck, and others.

In the U.S., Securitize operates through its affiliates, including Securitize Markets, LLC, an SEC-registered broker-dealer that operates an SEC-regulated Alternative Trading System (ASS); Securitize Transfer Agent, LLC, an SEC-registered transfer agent; Securitize Capital, LLC, an Exempt Reporting Adviser; and Securitize Fund Services, LLC, which provides fund administration and digital asset reporting services. In Europe, Securitize operates through its affiliate Securitize Europe Brokerage and Markets, S.A., which is fully authorized as an Investment Firm and operates a Trading & Settlement System (TSS) under the EU DLT Pilot Regime, making Securitize the only company licensed to operate regulated digital-securities infrastructure across both the U.S. and EU. Securitize has also been recognized as a 2026 Forbes Top 50 Fintech company.

For more information, please visit:

About Securitize Fund Services

Securitize Fund Services is a leading digital asset fund administrator across 700+ private and listed funds. SFS provides full-service fund administration, portfolio accounting, investor relations, and crypto fund services. Learn more at securitize.io/fund-services and securitize.io/digital-asset-reporting.

About Upshift

Upshift is a leading multi-chain, multi-protocol vault provider that has been tapped by a number of wallets, exchanges and neobanks to launch custom vaults. Upshift is notably the core vault provider for Solana, Stellar and soon Ripple native, and reached $550M TVL at peak last year across 40+ vaults.

Professional curators use Upshift to launch products spanning DeFi and CeFi yield-generation, PayFi solutions, and RWA redemption facilities on 30+ chains. The infrastructure enforces TradFi-grade risk controls and accounting at the protocol, chain, and token levels. Upshift raised a $10M Series A led by Dragonfly in March 2025 and emerged from stealth in April 2025.

Learn more at upshift.finance.

Did this answer your question?