For Trust Companies, VCs & Multi-Family Offices

Full CrossSecurities Sovereignty.
Your Regulatory Wrapper.

Deploy a complete CrossSecurities infrastructure under your brand: issuance, compliance, trading, and CrossConversion custody bridge. You approve every issuer, authorize every trustee, and control every broker relationship. We provide the invisible technology layer—you're the platform operator.

Ultimate control over your ecosystem

This is not just white-labeling a portal. You become the platform operator. You approve every issuer. You authorize every trustee. You decide which brokers can access your network.

Your regulatory status means you can take on responsibilities that others cannot. We give you the infrastructure to exercise that authority at scale.

  • Issuer Approval Authority

    You vet and approve every issuer on your platform. Your due diligence standards. Your risk tolerance. Your decision.

  • Trustee Authorization

    Appoint trustees from your network or act as trustee yourself. Configure oversight permissions per issuer, per series.

  • Broker Network Control

    Decide which brokers can distribute offerings on your platform. Set commission structures. Manage relationships.

Built for regulated entities

This offering is exclusively for licensed trust companies, registered investment advisers, regulated venture capital managers, and multi-family offices operating under appropriate regulatory frameworks.

Your regulatory status allows you to take on platform operator responsibilities. We provide the technology; you provide the regulatory wrapper.

  • Trust Companies

    Licensed fiduciaries who can act as trustee, custodian, or platform operator under existing charters.

  • Venture Capital Funds

    Registered fund managers who want to tokenize portfolio company securities for LP liquidity.

  • Multi-Family Offices

    Sophisticated wealth managers seeking private market infrastructure for their client families.

Complete infrastructure stack

Everything you need to run a securities platform: issuance engine, investor onboarding, cap table management, distribution processing, secondary trading, custody bridge, compliance reporting.

Deploy under your brand, your domain, your terms of service. We're the invisible technology layer.

  • Issuance Engine

    Launch tokenized debt, equity, revenue share, fund interests. Your issuers, your structures, your approval process.

  • Cap Table & Registry

    Authoritative investor registry. Transfer agent functionality. Corporate actions processing.

  • Distribution Engine

    Automated dividend, interest, and principal distributions. Withholding calculations. Payment processing.

  • Secondary Marketplace

    OTC trading within your investor universe. Cross-broker routing optional. You control access.

Your compliance framework

Configure investor eligibility rules, transfer restrictions, holding limits, and jurisdiction controls to match your regulatory requirements. The platform enforces what you define.

Self-hosted KYC/AML keeps all investor data under your control. No third-party data processors. No data leaks. Your clients' information stays with you.

  • Self-Hosted Verification

    Run KYC/AML on your infrastructure. Integrate your existing providers. Maintain data sovereignty.

  • Configurable Restrictions

    Set transfer rules per security: accreditation, jurisdiction, holding period, concentration limits.

  • Audit & Reporting

    Complete audit trail. Regulatory reports on demand. Export for your compliance team, auditors, regulators.

CrossSecurities custody flexibility

CrossSecurities settle on Solana by default. For investors requiring bankable custody, CrossConvert to ISIN-identified format via Clearstream. Settles to any bank worldwide.

You control the CrossConversion process. Issuer-level permissions. Trust oversight configurable. Always 1:1 backed between forms.

  • On-Chain Form (Solana)

    24/7 settlement. Programmable compliance. Self-custody or qualified custodian.

  • Bankable Form (ISIN/Clearstream)

    ISIN identifier. Clearstream settlement. Compatible with any private bank worldwide.

  • Exchange Listing

    Optional Vienna MTF listing for public price discovery. You decide which CrossSecurities qualify.

Platform Capabilities

Everything to run your own
CrossSecurities infrastructure

White-Label Portals

Investor portal, issuer dashboard, admin console. All branded to your identity. Your domain, your logo, and your UX.

Admin Controls

Approve issuers, authorize actors, configure permissions, monitor activity. Full platform governance in your hands.

API Access

Full API for integration with your existing systems. Webhooks, data exports, custom workflows.

Document Management

Offering documents, subscription agreements, corporate records. Versioned, auditable, always accessible.

Dedicated Support

Named account manager. Technical integration support. Compliance consultation available.

Enterprise Security

SOC 2 compliant infrastructure. Role-based access. Multi-sig where required. Your security policies enforced.

Engagement model

Annual licensing plus transaction-based fees. No revenue share on your client relationships. Volume discounts available.

Implementation typically takes 4–8 weeks depending on customization requirements and integration complexity.

  • Annual License

    Platform access, updates, support, and maintenance. Scales with your usage tier.

  • Transaction Fees

    Per-issuance and per-trade fees at institutional rates. Pass through or absorb: your choice.

  • Implementation

    Dedicated onboarding team. Branding setup, integration support, compliance configuration, training.

Ready to take control?

For regulated entities seeking complete infrastructure sovereignty.

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