The end-to-end solution for asset tokenization

Upvest makes asset tokenization frictionless. Realize your project with one provider, instead of handling multiple agencies and partners.

Upvest Product

The asset tokenization value chain

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Prospectus

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KYC checks

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Issuance

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Distribution

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Custody

Security token prospectus filing

Similar to traditional securities, security tokens need to be approved by the regulator. Our partnering law firm Lindenpartners is a specialist in this field and will help you get started.

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3+ years of experience with digital securities

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Broad expertise across different financial instruments

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Track record of successfully approved prospectuses

Security token prospectus filing at Upvest
Regulatory compliance(KYC/AML) at Upvest

Regulatory compliance (KYC/AML)

Since security tokens are a legally recognized financial instrument, it must be ensured that the participating investors are qualified for the investments. In addition, anti-money laundering measures must be put into place.

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State-of-the-art practices in place

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Regular AML / sanctions screening

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Optional investor suitability checks

Token creation

The step of actually tokenizing is centered all around the smart contract definition, deployment and minting of the token. It is crucial that the token setup reflects the characteristics of the prospectus.

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Smart contract definition and easy deployment

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Embed token functions: mint / burn / freeze

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Continuous maintenance of token infrastructure

Token creation
Automated token distribution at Upvest

Token distribution

The token distribution is done manually oftentimes, which makes this process error-prone and resource-intensive. Upvest allows for automated distribution to previously whitelisted (eligible) investors.

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Batch whitelisting of qualified investors

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Automated distribution of tokens

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Monitoring of the token transfers

Secure token storage

At Upvest, investment platforms can choose between two options for storage. Our non-custodial option, which gives sole access to the investors, and the custody option, which is developed working closely with the requirements of the German regulator.

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Fully recoverable, white-label investor wallets

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Access to funds via username / password

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State-of-the-art security using HSMs

    Token storage at upvest, custody and non-custodial options with recoverability and top security
    Token management at Upvest

    Token management

    Our wallet solution comes with additional functionality to ensure a top-notch user experience for your investors as well as your implementing developers. New technology does not need to be cumbersome!

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    Pre-funding of security token transfers (Fee API)

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    Sending simple and complex transactions (TX API)

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    Reporting: Get live notifications and historical data

    Regulatory Compliant Solutions

    Crypto custody license in Germany

    As regulation around crypto assets evolves, we ensure to always work with the most recent developments. Thus, we’re in the process of applying for the newly created custody license in Germany.

    Crypto custody
    Regulatory compliance(KYC/AML) at Upvest

    Security is our priority

    At Upvest, security is of the utmost importance. We aim to exceed banking-grade security standards and employ industry-leading encryption techniques to ensure that user wallets are always protected.

    Ready to get started?

    Get in touch with our team, or check out our developer sandbox.