Collaboration with the Industry's First End-to-End Automated Transfer Agent
OVERLAND PARK, Kan., May 27, 2025 -- LODAS Markets, Inc., ("LODAS") the only transfer agent offering fully integrated and automated solutions across every stage of the investment lifecycle, announced that Cantor Fitzgerald, a leading global financial services firm, has selected the LODAS Transfer Agent Platform to support a majority of their alternative investment funds.
Through this collaboration, Cantor Fitzgerald will transition 50 alternative investment funds to the LODAS Transfer Agent Platform. The platform combines integrated subscription processing, automated operations and payment services, and API-driven connections to third-party financial technology companies, intermediaries and banks. This approach eliminates errors, reduces costs and simplifies alternative investing from onboarding through investor exits.
"We are always focused on delivering the best possible experience for our advisors and investors," said Jay Frank, President of Cantor Fitzgerald Asset Management. "We are excited to work with LODAS. This connectivity allows us to scale more effectively while improving the overall investor and advisor experience across our alternative investment offerings."
"This collaboration represents a watershed moment for alternatives," added Brian King, CEO of LODAS Markets. "We are excited to work with Cantor Fitzgerald Asset Management to power every stage of the lifecycle, from onboarding to exits, with seamless digital-first solutions that reduce friction and enhance investor confidence."
This new relationship reflects a commitment to modernizing the alternatives industry through innovative and technology-driven solutions. The LODAS Transfer Agent Platform eliminates manual inefficiencies that have long plagued private markets by automating every stage of the fund and investor experience including:
- Subscription processing
- Shareholder management
- Payment services
- Investor exits
To learn more, click here or book a demo.
ABOUT LODAS MARKETS
LODAS Transfer is committed to streamlining the administration of alternative and real estate investments. As a registered transfer agent with the SEC, we offer modern, technology-driven solutions for maintaining investor records, processing ownership changes, and supporting compliance and reporting obligations. By integrating seamlessly with investment platforms and fund managers, LODAS Transfer enhances efficiency, transparency, and investor confidence. LODAS Transfer LLC is a wholly owned subsidiary of LODAS Markets, Inc. LODAS Markets also owns LODAS Securities LLC, a FINRA- and SEC-registered broker-dealer that operates a secondary market for alternative investments.
MEDIA CONTACT
Randy Williams for LODAS
+1.917.213.5980
randy@eph2comms.com
EPH2Comms.com
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