Phil helps financial institutions attract and retain high-net-worth clients by providing a modern, integrated solution for donor-advised funds (DAFs) and private foundations. Each year, financial institutions lose $1.6 billion in investment management fees because they either lack a charitable solution entirely or rely on inefficient, outdated third-party providers—leading to client and asset churn. Phil is building an automated charitable asset management platform that seamlessly integrates with existing wealth platforms and creates a holistic client experience. This is a large, fast-growing market with $1.9 trillion in charitable assets, and DAF assets ($250B) growing at a 16.5% CAGR. With Phil, financial institutions can strengthen client relationships and increase their assets under management.  

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Phil

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