ExchangiFi
HQ Address
2000 PGA Blvd., Suite 4440, Office LL, Palm Beach Gardens, FL 33408, United States
Website Address
Business introduction
The Entire 351 Exchange Process. Automated
ExchangiFi automates every step of a Section 351 exchange: eligibility, RIC diversification checks, ETF matching, and custodian ready exports. Free for advisors
ExchangiFi connects wealth managers with ETF issuers for tax-efficient Section 351 exchanges, with software that automates compliance testing and turns complex transactions into seamless, tax-deferred transfers.
ExchangiFi Solutions
ExchangiFi Platform
For advisors Use the dashboard to find and evaluate Section 351 exchange ETF opportunities Every open fund in one marketplace, with issuer, strategy tags, expense ratio, contribution deadline, and launch date on each listing. For advisors and issuers Use the optimization software to check portfolios at the account level and in aggregate The software runs......
