Who we are
We’re experts in building teams and slinging code. We are a small and very high powered team work together in an office full of freewheeling communication and challenge. We have a hard time finding developers who can keep up with us. Their senior is our junior.
Our story
Vertalo’s parent company SeriesX was formed in February 2017 to address problems that arose during due diligence the founders went through in their earlier start-up lives. Running a digital securities offering in the fall of 2017 led us to incorporate Vertalo as a SeriesX subsidiary and pivot to data management for digital securities.
During 2019 we built the premiere digital asset management platform, created industry-first innovations like keyless custody wallets and chain-swap technology, launched our cross-chain V-Token protocol into production, and registered with the SEC as a transfer agent.
In 2020 we brought Capital Advisors, Registered Investment Advisors, and Broker-Dealers onto our platform to serve multiple issuer clients, integrated with their existing workflows, and deployed investor onboarding as a service.
Throughout 2021 our client list grew with new initial issuers of securities and multi-issuance licensees building their businesses on the Vertalo platform. We extended the platform with additional partner integrations and APIs to support secondary trading in private securities.
In 2022 we deployed securities listings on integrated ATSs for full secondary trading operations. We extended our platform with new roles and began virtualizing our platform so that clients can use it the same way we do.
The future is bright in 2023! The shakeout of crypto-dependent business has opened more opportunity companies like Vertalo that combine deep understanding of capital-markets regulation with savvy technical implementations to build compliant platforms. Our markets are still young, yet we are poised to fulfill our goal of connecting and enabling the digital asset ecosystem.