Your own securities token platform, under your brand, live in minutes.
Fully hosted Reg D Rule 506(c) technology. Issuers run offerings on their own portal; advisors white-label the same stack for their book. One security token issuance per platform, diligence, AI drafts and Schedule K-1 — under your brand. We do not issue tokens for clients.
$3,995 one-time setup + $399 per month · one security token issuance per platform · AML/KYC $25 once
Built for issuers and for the advisors who serve them — not for DIY engineering teams.
Issuers & sponsors
Launch your own branded Reg D 506(c) portal for diligence, subscriptions, cap table and Schedule K-1 — without building software.
RIAs & wealth advisors
White-label the same stack for your book: your domain, your brand, your issuers and investors on one hosted platform.
Boutique banks & placement agents
Run multiple issuer deals on one portal — diligence rooms, AI document drafts, accreditation and K-1 distribution.
Family offices & private funds
Keep issuance technology under your name with tenant isolation, issuer-held keys and counsel-ready drafts.
Brand it. Pair your domain. Go live.
Four steps from checkout to a branded issuer and investor portal. We operate every server.
- 01
Confirm plan
$3,995 setup + $399/mo — one security token issuance per platform, fully hosted, custom domain included.
- 02
Brand & name
Legal name, trading name, logo colours, subdomain. Your clients see your firm.
- 03
Connect domain
Pair your domain — we show exact DNS records, verify automatically, and issue TLS.
- 04
Go live
Your branded issuer and investor portals are live in minutes. We operate every server.
Full screens of the portal your issuers, investors and advisors actually use.
High-resolution captures of every key module — click any frame to open the complete, uncropped screen.
Everything an issuer needs on one branded portal
Metrics, offering picker and workflow shortcuts sit above the cap table and investor list so issuers can run a 506(c) raise without leaving your domain.
Investor list with verification status built in
Every purchaser shows Verified, Pending, Expired or Not started, with one-click Verify or Re-verify, filters and ~90-day expiry. Subscriptions stay blocked until status is Verified.
On-chain balances with Rule 144 lock visibility
Issued units, holder counts and lock-up dates stay visible next to wallet and jurisdiction so issuers and compliance officers share one source of truth.
Identity and screening workflows on your portal
Identity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Outcomes surface for issuers and compliance without naming a bureau you have not connected.
Guided questionnaire and categorised data room
Corporate through contracts sections, uploads, reviewer request and approve loops, and an exportable diligence report ship with every tenant.
PPM, whitepaper and teaser drafts for counsel review
Guided intake produces counsel-watermarked drafts with section regenerate and export. Every page remains a draft until qualified securities counsel reviews it.
Issue, publish and track investor tax documents
Import allocations, generate branded Form 1065 K-1 PDFs, publish to each investor’s Tax Documents portal and track viewed or downloaded status.
Paying-agent workflow without holding funds
Record dates and pro-rata views support your bank or paying agent. SecuritiesToken.agency never holds or moves investor funds.
Verify, subscribe and hold under your brand
Accredited investors complete verification, review the offering and subscribe with e-sign on the same white-label experience your firm controls.
Secure K-1 delivery investors can actually find
Published Schedule K-1s appear in a dedicated Tax Documents area with view and download tracking for the issuer.
Tenant controls, audit trail and oversight
Advisor admins review compliance actions, pause or freeze when required, and keep an attributable audit trail isolated to the tenant.
Logo, colours and legal name under your firm
Trading name, palette and disclaimer copy apply across issuer and investor surfaces so clients see your brand, not ours.
Pair your domain with automatic TLS
Point DNS with the records we show, verify automatically, and serve the portal on your hostname with certificates issued for you.
Brand it, name it, pay, go live
Checkout provisions a fully hosted white-label tenant in minutes: $3,995 setup plus $399 per month, one security token issuance per platform, AML/KYC $25 per check. The same person is not charged twice; accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199.
What your issuers do after you launch
- 01
Create account
Issuers open an account on your branded portal.
- 02
Verify KYC / KYB
Entity and officer verification. Investor verification and AML screening are billed per check.
- 03
Configure 506(c) token
Structure the offering and set on-chain transfer controls.
- 04
Invite investors
Accredited investors verify and subscribe on your portal.
One plan. Everything included.
A single premium white-label platform for issuers and advisors — not a maze of tiers. Flat technology fees. Never a percentage of capital raised.
Platform
Fully hosted white-label STO issuance platform for advisors and issuers — one security token issuance per platform, instant deploy, custom domain.
- —White-label brandingLogo, colours, legal & trading names — your clients see your firm.
- —Custom domain + TLSPair your domain; we verify DNS and issue certificates automatically.
- —Fully hostedWe operate every server. No self-host, no source-code handover.
- —One issuanceOne security token issuance per platform.
- —Investor portalAccredited-investor onboarding, subscriptions, e-sign and holdings view.
- —506(c) accreditationPer-investor Verified / Pending / Expired status in the issuer list, one-click Verify, ~90-day expiry, subscriptions blocked until verified.
- —KYC / AML $25 per checkIdentity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Platform fees never take a percentage of capital raised.
- —Due diligence data roomGuided questionnaire, categorised uploads, request/comment/approve loop, PDF report.
- —AI PPM / whitepaper builderIntake → counsel-watermarked drafts with section regenerate and export.
- —Schedule K-1 issuanceCSV/manual/PDF import, branded Form 1065 K-1s, publish to investor Tax Documents.
- —Cap table & mintingOn-chain registry-backed cap table with issuer-controlled issuance.
- —Distributions workflowRecord dates and pro-rata views for your paying agent — we never hold funds.
- —SEC Form ID & Form DWe prepare and file Form D as your EDGAR filing agent after issuer review and e-sign. Form ID guided prep included — issuer completes Login.gov / EDGAR Next and notarization. Flat filing fees; optional third-party adapter.
- —Admin / compliance consolePause, freeze, filing dashboards, audit trail — tenant isolated.
- —Blue-sky resourcesOfficial NASAA EFD and SEC EDGAR links for state notice filings. We do not make blue-sky filings.
- —No-backdoor custodyIssuer keys control the token. The platform cannot mint or move units.
Investor verification and AML screening are billed per check, so you only pay for what you use. Platform fees never include a percentage of capital raised. Every platform is fully hosted and operated by SecuritiesToken.agency. There is no self-host or source-code handover. Clients brand the experience and pair their own domain; we run the infrastructure. One security token issuance per platform. We do not issue tokens for clients. AML/KYC is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199.
Build in-house, rent a typical white-label, or launch here.
Honest comparison of effort and control. We do not list competitor prices we cannot source.
| Dimension | SecuritiesToken.agency | Build in-house | Typical white-label |
|---|---|---|---|
| Time to first live portal | Minutes after checkout | Months of eng + counsel + infra | Weeks of onboarding tickets |
| Hosting & ops | Fully hosted by us | Your cloud, your on-call | Varies; often shared or DIY |
| Brand & domain | Full white-label + auto TLS | You build theming | Often limited subdomain only |
| Issuance model | One security token issuance per platform | You own the backlog | Often per-deal or tiered caps |
| DD + AI docs + K-1 | Included in the plan | Separate builds / vendors | Usually add-ons or absent |
| Economics | Flat setup + monthly; AML $25 once | Salary + audit + infra forever | Often % of raise or opaque |
| Token control | Issuer keys; platform cannot move tokens | Depends on your design | Ask who holds AGENT roles |
Rule 506(c) requires every purchaser to be verified.
General solicitation is allowed under Rule 506(c) only when all purchasers are verified accredited investors. Your portal tracks status in the issuer investor list, blocks subscriptions until Verified, and bills verification per check.
Verification methods
Support for common 506(c) pathways: income, net worth, and third-party confirmation letters from counsel, CPAs or registered broker-dealers — plus provider-agnostic bureau adapters when you connect a key.
Status in the investor list
Every purchaser shows Verified, Pending, Expired or Not started, with filters and one-click Verify or Re-verify so issuers see accreditation state next to the cap table.
Re-verification & expiry
About a 90-day verification window with re-verify when status expires, so stale confirmations cannot silently remain good forever.
Subscription gate
Subscriptions stay blocked until accreditation status is Verified. Issuers cannot issue against an unverified purchaser on the happy path.
Billed per check
Accredited-investor verification and KYC/AML screening are billed per check, so you only pay for what you use. Platform setup and monthly fees never take a percentage of capital raised.
We prepare and file your Form D as your EDGAR filing agent.
Auto-draft Form D from offering data, issuer review and e-sign, then SecuritiesToken.agency files on EDGAR. Form ID guided prep is included — the issuer must complete Login.gov / EDGAR Next authentication and notarization. Flat filing fees per Form D, amendment, or Form ID assistance; never a percentage of capital raised. Optional third-party filing-agent adapter available.
Form ID guided prep
Pre-filled application from issuer data, checklist for Login.gov / EDGAR Next, and the notarized authentication document the issuer must complete. CIK/CCC captured encrypted when provided.
Form D — we file
Drafted from offering data, then issuer review and e-sign. SecuritiesToken.agency prepares the EDGAR package and files Form D as your filing agent. Flat fee per filing or amendment.
Deadlines & queue
15-day first-sale clock, annual amendment reminders, XML/PDF package, and our in-house filing-agent queue (optional third-party adapter). Accession number and filed date recorded back to your portal.
Investor and issuer verification — built for Rule 506(c).
Identity, sanctions and accreditation workflows that issuers run on your portal. Identity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Provider-agnostic adapters — we do not name vendors we have not integrated.
Investor ID verification
Government-document capture plus selfie / liveness check before an investor can proceed to accreditation. Status and reference IDs surface in the issuer and compliance consoles.
Sanctions, PEP & adverse media
Screening hooks on onboarding and at review. Hits pause the allowlist path until a human decision is recorded in the audit trail.
Ongoing monitoring
Re-verification windows and expiry on on-chain identity claims so stale KYC cannot silently remain good forever.
Accredited investor (506(c))
All purchasers must be verified. Issuer investor list shows Verified / Pending / Expired / Not started, with one-click Verify or Re-verify, filters, and ~90-day expiry. Subscriptions stay blocked until verified. Subscriptions stay blocked until verification is complete. The investor pays the verification firm directly. Nothing is charged again for identity screening on that path.
KYB for issuers
Entity formation details, beneficial owners and officer identity as part of issuer onboarding and diligence — not a substitute for counsel.
Audit trail & per-check billing
Every decision is attributable. Identity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Platform setup and monthly fees never take a percentage of capital raised.
- —Provider-agnostic: connect the screening stack you approve; the product stores outcomes and references, not marketing claims about a named bureau.
- —We are not a broker-dealer or money transmitter. Escrow and wire instructions stay with the issuer’s agents.
- —Demonstration screens use fictional sandbox data only — not a live offering.
Designed so we cannot move your clients' tokens.
Institutional posture without theatre: isolation, encryption, TLS, and issuer-held control.
No back door
Issuer admin keys control mint, burn, forced transfer and recovery. Platform APIs refuse custody actions.
Tenant isolation
Hybrid multi-tenant Postgres with tenantId scoping on every read/write path; custom domains map to one tenant.
Encryption at rest
Sensitive secrets (sandbox keys, K-1 TINs) sealed with AES-GCM derived from server secret.
TLS everywhere
Automatic certificates on subdomains and verified custom domains via our edge.
Audit trail
Material issuer, compliance and K-1 actions are logged per tenant.
Demo ≠ production
Demonstration issuer signing is sealed per tenant and refused when mode is PRODUCTION.
Reg D 506(c) technology — with clear boundaries.
Reg D Rule 506(c) workflow
Accredited-investor verification pathways, investor representations, and Form D deadline tracking in-product.
SEC Form ID & Form D
We prepare and file Form D as your EDGAR filing agent. Issuer reviews and e-signs; Form ID requires issuer Login.gov / EDGAR Next authentication and notarization. Flat fees — never a % of raise.
We do not make blue-sky filings
State notice (blue-sky) filings remain the issuer’s obligation with counsel. We provide official resource links only — NASAA EFD, SEC EDGAR, and NASAA.
EDGAR filing agent · not a broker-dealer
We file Form D as your EDGAR filing agent when engaged. We are not a broker-dealer, funding portal, transfer agent, or tax preparer. Counsel remains responsible for offering structure and securities-law advice.
No investor solicitation by us
We do not raise capital for clients or run general solicitation campaigns.
No % of capital raised
Platform fees and Form D / Form ID filing fees are flat. AML/KYC is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Paying agents move funds — not us.
Counsel-bound AI
Every AI draft is watermarked for review by qualified securities counsel.
K-1 disclaimer
We distribute Schedule K-1 PDFs from figures your tax preparer supplies — we do not prepare returns.
We do not make blue-sky filings.
State notice filings remain the issuer's obligation with securities counsel. Use these official resources — we provide links only.
- NASAA Electronic Filing Depository
State notice filings for Regulation D offerings are commonly submitted through NASAA’s EFD.
www.efdnasaa.org/ - SEC Form D & EDGAR
Federal Form D is filed with the SEC through EDGAR. Issuers need an EDGAR account (Form ID) before filing.
www.sec.gov/edgar - North American Securities Administrators Association
NASAA publishes state securities regulator guidance and links for notice-filing requirements.
www.nasaa.org/
Connected where it matters — optional where it doesn't.
Setup plus the monthly fee, taken on the secure payment page.
Uses the template until drafting is switched on. Counsel review is required before any use.
K-1 publish and provisioning notices (SMTP in production).
ERC-3643-style registry + compliance engine per issuer suite.
Per-check screenings — connect the provider path you approve. You only pay for checks you run.
TXT verify + A/CNAME with automatic TLS issuance.
Clear answers before you launch.
Can I try a live demo?+
Yes. Use Explore the platform on the homepage to open the full-page product gallery — issuer dashboard, 506(c) investor list, diligence, K-1s, investor portal, branding and launch wizard — with lightbox screenshots. No signup and no sticky demo session.
What is SecuritiesToken.agency?+
A fully hosted white-label Reg D Rule 506(c) STO issuance platform for issuers and advisors. One plan: $3,995 setup + $399/month with one security token issuance per platform. We do not issue tokens for clients ourselves.
Who is it for?+
Issuers who want their own branded portal, and advisors or sponsors who white-label that portal for their clients — without building or running infrastructure.
Do you issue tokens for clients?+
No. We resell the white-label platform with instant deploy. Token issuance happens on your firm’s tenant, under your branding, by your issuers.
What does it cost?+
$3,995 one-time setup plus $399 per month. One security token issuance per platform. Custom domain, due diligence workspace and AI document builder included. Identity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199.
Do you self-host or hand over code?+
No. The platform is fully hosted and operated by us. Clients brand the experience and pair their domain. There is no self-host option and no source-code handover.
How do domains work?+
You get a subdomain on securitiestoken.agency immediately. When ready, point your own domain at us (TXT verify + A/CNAME). We verify DNS and issue TLS automatically.
How are AML / KYC charged?+
Identity and AML screening is $25 per check. The same person is not charged twice. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. Platform setup and monthly fees never include a percentage of capital raised.
Do you hold funds or control tokens?+
No. We do not hold investor funds, solicit investors, or operate as a broker-dealer. Issuer keys on each tenant control mint, burn, forced transfer and recovery. The platform cannot move tokens.
Is due diligence included?+
Yes. Each issuer on your portal gets a guided DD questionnaire (corporate, financial, legal, management, IP, material contracts), categorised data room, reviewer workflow (request info / comment / approve), status tracking, and an exportable DD report PDF.
What is the AI document builder?+
Guided intake produces draft Reg D 506(c) PPMs, whitepapers and offering summaries. Section editor with regenerate, versioning, and PDF/DOCX export with your branding. Every AI page is watermarked “Draft — requires review by qualified securities counsel.” If no AI API key is configured, template-based drafts are used.
Can we issue Schedule K-1s?+
Yes. Per offering and tax year, import investor allocations via CSV (or manual entry / accountant PDFs), generate branded Schedule K-1 (Form 1065) PDFs, review/approve, publish to each investor’s secure Tax Documents portal with email notice, track delivered/viewed/downloaded, issue corrected versions, and bulk-download a ZIP. TINs are masked in the UI and encrypted at rest. The platform distributes K-1s; figures come from your tax preparer — we do not prepare returns or give tax advice.
How long does deployment take?+
Most firms are live on a securitiestoken.agency subdomain within minutes after checkout. Custom domain TLS follows DNS propagation (often under an hour once records are correct).
What integrations are available?+
Card checkout for platform billing, optional memorandum drafting, notices for K-1 publish, and on-chain identity and compliance contracts. Investor verification and AML screening are billed per check. Deeper custody or CRM connectors can be scoped after launch.
Who holds the keys?+
Issuers hold admin keys for mint, burn, forced transfer and recovery on their suites. The platform cannot move tokens. Demonstration signing keys are sealed per tenant and never used when a tenant is in production mode.
Do you file blue-sky / state notices for us?+
No. SecuritiesToken.agency does not make blue-sky (state notice) filings. Issuers and counsel remain responsible. We provide official resources: the NASAA Electronic Filing Depository (efdnasaa.org), SEC Form D / EDGAR information (sec.gov/edgar), and NASAA (nasaa.org).
How does accredited investor verification work?+
Rule 506(c) requires every purchaser to be a verified accredited investor. The issuer investor list tracks Verified, Pending, Expired and Not started, with Verify / Re-verify actions, filters and about a 90-day expiry window. Common methods include income, net worth and third-party confirmation letters. Subscriptions stay blocked until status is Verified. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199.
Do you file Form D or Form ID with the SEC?+
Yes for Form D. SecuritiesToken.agency prepares and files Form D as your EDGAR filing agent after the issuer reviews and e-signs. Guided Form ID prep is included; Form ID still requires the issuer’s Login.gov / EDGAR Next authentication and notarized documents. Flat filing fees per Form D, amendment, or Form ID assistance — never a percentage of capital raised. A third-party filing-agent adapter remains optional.
Is this legal / compliance advice?+
No. We are a technology platform and EDGAR filing agent for Form D when engaged — not a law firm. Your firm and issuers (with counsel) remain responsible for offering structure, blue-sky notices, and securities-law advice.
Launch your own securities token platform today.
$3,995 one-time setup + $399 per month · one security token issuance per platform · AML/KYC $25 once. Diligence, AI documents and Schedule K-1 included. Fully hosted.