Nutshell Labs Information

Financial platforms don't get to opt out of their compliance obligations. Tax documents, cost basis calculations, brokerage statements, trade confirms. These have to be accurate, delivered on time, and documented in a way that holds up to regulatory scrutiny. Legacy vendors and homegrown builds both tend to fall short of that bar as platforms grow and asset classes multiply. Nutshell provides the infrastructure that fulfills these obligations across securities, crypto, and prediction markets. Tax & Cost Basis: Cost basis calculations from raw transaction records, 1099 generation (B, DA, MISC, NEC, K, DIV, and others), IRS direct filing, TIN validation, and participant-facing tax document delivery. Regulatory Communications: Brokerage statements, trade confirms, required regulatory notices and disclosures. SEC-compliant archiving, multi-tenant delivery, and audit controls built in. Nutshell was founded by the team behind Apex Clearing, OptionsHouse, and Apex Crypto — operators with decades of experience building regulated financial infrastructure at scale.