July 2026 Summaries

Through a partnership with Broadridge Financial Solutions, Alpaca is enhancing its services by integrating institutional-grade shareholder governance capabilities into tokenized equities, allowing shareholders to access Broadridge's ProxyVote.com platform for proxy voting, investor communications, regulatory disclosures, and voting entitlement reconciliation. This integration enables investors holding tokenized equities through supported brokerage relationships to participate in corporate governance decisions such as board elections and mergers. Alpaca, a leading provider of custody for tokenized US equities and ETFs, connects tokenized markets with traditional capital market standards, ensuring accuracy, auditability, compliance, and transparency. However, it is important to note that tokenized assets generally provide economic exposure rather than direct equity ownership, and they do not confer voting rights unless explicitly stated. All investments involve risk, and there are no guarantees of future performance, emphasizing the need for investors to consider their objectives and risks carefully.

Alpaca has launched two MCP Servers for broker partners in public beta, designed to facilitate integration with their Broker API by using natural language interactions. These servers aim to improve efficiency for engineering, operations, and support teams by allowing them to explore and understand integrations and workflows through a single interface. The Sandbox MCP Server supports both read and write operations for testing various workflows before deployment, while the Production MCP Server offers read-only operations for secure access to live data. These MCP Servers enhance integration speed by allowing users to quickly find necessary endpoints and retrieve guidance grounded in Alpaca's documentation, while OAuth-based authorization ensures secure connections. Additionally, Alpaca has introduced a Broker API Skills repository to assist AI assistants in performing common workflows, further streamlining the integration process. The initiative is part of Alpaca's broader effort to develop agent-first brokerage infrastructure, with ongoing enhancements shaped by partner feedback.

Alpaca has announced a $135 million funding round led by Peak XV, bringing its total financing to $435 million, including debt financing from Payward and BMO, as it seeks to expand its regulated infrastructure for both traditional and onchain financial markets. The company has seen significant growth, including acquisitions in India and Europe, the launch of global equities access, and a doubling of revenue over three consecutive years. Alpaca's infrastructure supports a range of financial entities globally as it adapts to major industry shifts driven by tokenization and AI, positioning itself as a key player in bridging traditional and digital markets. The funding will be used to enhance Alpaca's brokerage infrastructure, enabling its clients to scale investment products across various market types, while the backing from investors like Peak XV underscores confidence in Alpaca's potential to be the foundational infrastructure for next-generation financial services.

LamaTrader, now available on the Alpaca Connect Marketplace, provides an integrated trading workspace that connects seamlessly with users' existing Alpaca brokerage accounts via Alpaca Connect (OAuth). It offers a customizable environment called the Integrated Trader Environment (ITE), which consolidates research, charting, portfolio management, AI-powered analysis, and trading functionalities into a single interface. Users can leverage Lama AI to create custom trading skills, widgets, and dashboards tailored to their needs, whether they are new traders or those employing algorithmic strategies. This platform allows for trading in various asset classes such as US stocks, ETFs, options, and cryptocurrencies, all through a unified interface. Additionally, LamaTrader emphasizes user control by requiring review and approval of all AI-generated suggestions and orders, thus ensuring that traders remain informed and in command of their activities. Although LamaTrader is a third-party application independent of Alpaca, it utilizes Alpaca's robust APIs for market data and order execution, facilitating a comprehensive trading experience without needing multiple tools.

Alpaca has expanded its investment services across the European Economic Area (EEA) by completing the process of EEA passporting, allowing it to offer regulated and localized investment services in 29 countries through its Spain-based hub. This expansion enables Alpaca to build on its regulatory foundation established in Europe under the MiFID II framework and provides fintechs, financial institutions, and enterprise partners access to its API-driven investment infrastructure without needing separate authorizations for each market. The development strengthens Alpaca's position as a regional infrastructure partner, facilitating the creation, launch, and scaling of investment products across Europe. This milestone follows Alpaca's previous European expansion and acquisition activities, aligning with its mission to simplify access to regulated investment infrastructure across markets.