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

This office likely focuses on strategic growth and innovation in technology and business development for the organization.

Palm Beach Gardens

Matthew Bucklin

Joe Grace

This department provides strategic guidance and wealth management solutions to clients.

Advisory Services

This department focuses on providing learning and practical experience opportunities for interns.

Development

This department focuses on guiding the organization's vision, strategy, and overall direction.

Leadership and Strategy

This department focuses on data analysis to support informed decision-making and strategic planning.

ExchangiFi

Org chart

Teams

Advisory Services

Development

Leadership and Strategy

Analytics Department

Offices

ExchangiFi

Org chart

Teams

Advisory Services

Development

Leadership and Strategy

Analytics Department

Offices

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