Transfer agent recordkeeping
For digital securities, tokenized shares, fund subscriptions and investor register integrity.
Issuer operations
Fund Administration and Transfer Agents
Compare fund administrators, transfer agents, cap table platforms and investor servicing partners for tokenized funds, private markets and regulated digital securities.
Buyer checklist
When to shortlist this category
Use this page as a starting point for category discovery. Vendor fit is based on public product positioning, public documentation and category relevance, not a FluidRWA endorsement.
NAV and fund accounting
For private credit, treasury, real estate and alternative investment products that need recurring reporting.
Investor servicing
For onboarding, notices, capital calls, redemptions and compliance documents.
Directory
Compare fund administration and transfer agents
Verified category fit based on public positioning and buyer relevance for RWA, Web3, AI and digital asset teams.
SE
01 / Digital securities
Securitize
Best forTokenized securities issuers that need transfer agent, marketplace and compliant lifecycle infrastructure.
Securitize is relevant where issuance, investor onboarding, transfer-agent workflows and secondary liquidity need to connect.
TO
02 / ERC-3643
Tokeny
Best forIssuers using permissioned token standards and compliance controls for regulated assets.
Tokeny fits teams building compliant token lifecycle workflows for private assets, funds and securities.
VE
03 / Cap tables
Vertalo
Best forPrivate market teams that need digital transfer agency, cap table and token-holder management.
Vertalo is useful when the main requirement is clean ownership data and digital asset administration.
AP
04 / Fund services
Apex Group
Best forAsset managers needing fund administration, transfer agency, depositary and private markets services.
Apex is a broad fund services partner relevant to tokenized and traditional private market structures.
CA
05 / Equity records
Carta
Best forPrivate companies, funds and SPVs managing cap tables, equity plans and investor records.
Carta is strongest where cap table data, private equity workflows and fund administration intersect.
SS
06 / Asset servicing
SS&C
Best forManagers needing scaled fund administration, transfer agency and asset servicing technology.
SS&C fits institutional operating models that require mature reporting and administration rails.
AD
07 / Alternative assets
Alter Domus
Best forPrivate equity, private debt, real estate and infrastructure managers needing administration support.
Alter Domus is relevant for alternative asset funds that require specialist operations and investor servicing.
NA
08 / Independent fund admin
NAV Fund Administration Group
Best forFund managers looking for outsourced fund accounting, administration and investor reporting.
NAV fits managers that want independent fund administration across alternative investment structures.