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Tagged: sec-registered
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Fintech · Crypto · Saas
Vertalo
Vertalo is an Austin-based fintech that operates an SEC-registered digital transfer agent and tokenization platform connecting the digital asset ecosystem. Since 2018 it has helped issuers, fund managers, broker-dealers and custodians move private securities on-chain - handling digital cap tables, investor onboarding, compliance and settlement across multiple blockchains. More recently it has pivoted toward 'agentic' infrastructure, exposing its regulated transfer-agency operations through APIs and an MCP server so AI agents can issue, record and transfer securities.
tokenization · transfer-agentRead →
Founder · Executive · Operator
Matt Watson
Matt Watson is the co-founder and CEO of Origin, a Boston-based fintech that in September 2025 launched what it calls the first SEC-regulated AI financial advisor. A former Citigroup high-yield credit trader who previously co-founded Indio Technologies (acquired by Applied Systems in 2019), Watson has raised more than $75 million for Origin from Founders Fund, Felicis, General Catalyst and 01A to make certified-financial-planner-quality advice available to people who normally can't afford it.
fintech · financial-wellnessRead →
Fintech · Consumer · Social
dub
dub is America's first regulated copy-trading platform, letting everyday investors mirror the portfolios of top traders, hedge-fund managers, and even politicians with a single tap. Founded by 23-year-old Harvard dropout Steven Wang and headquartered in New York, the SEC-registered, FINRA-member, SIPC-insured app has surpassed 1 million downloads and raised $47M total, including a $30M Series A in May 2025 co-led by Notable Capital and Neo.
copy-trading · social-investingRead →