About
ExchangiFi is the first independent platform connecting wealth managers with ETF issuers to facilitate Section 351 tax-deferred exchanges. Founded in Palm Beach Gardens, Florida, ExchangiFi simplifies the conversion of concentrated stock positions into diversified ETFs without triggering immediate capital gains taxes. The company serves registered investment advisors, independent broker dealers, and ETF issuers through a compliant, transparent, and institutional grade platform. ExchangiFi is a member of Fintech Sandbox and is backed by Mintz as its legal counsel.
Team & affiliation
Affiliation: Yale SOM.
Region context
ExchangiFi LLC is one of 12 Fintech companies we track in South Florida / Miami, based in Palm Beach Gardens — about 2% of the region's 662 startups.
South Florida centers on Miami's fintech, crypto, and Latin-America-facing startup base.
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