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ExchangiFi

ExchangiFi

Connecting Advisors & ETF Issuers for 351 Exchanges

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Transform your low-basis stock into diversified ETF portfolios through a streamlined 351 exchange on our ExchangiFi platform. ExchangiFi provides a digital platform for financial advisors and ETF issuers to connect for Section 351 exchanges. Its software facilitates the transaction lifecycle, serving as a bridge between parties to simplify and streamline the execution of these tax-efficient transfers for industry professionals.
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Free
Launch tags:Fintech•Investing•Money
Launch Team
NMI Payments
NMI Payments
Don’t Integrate Payments Until You Read This Guide
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What do you think? …

Matt Bucklin
Sense Relief
Maker
📌
I came across this tax strategy while working on a launching my own ETF, and realized that there was a massive opportunity for a platform to connect investors and advisors with ETF issuers for a win-win-win.