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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.

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Free. No credit card. Check eligibility in minutes.

Portfolio compliance
Sample portfolio · Global Quality Growth ETF
Compliance passed
Diversification checked 25/50 test · largest position 21.1%, top five 50.0% Pass
Strategy alignment checked Contributed basket consistent with the fund's objective Pass
Securities qualify All 12 holdings trade intraday on a U.S. exchange Pass
Market value
$2,953,642
Capital gains taxes deferred
$356,839
New ETF shares to receive
118,146

Illustrative compliance output. Figures depend on position size, cost basis, and the receiving fund.

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Two Audiences, One Platform

Built for the advisor managing client portfolio.

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Optimize tax deferral strategies
Contribute appreciated positions into an ETF under Section 351 and keep clients invested through the transition.
RIC compliance, tested automatically
25/50 and 5/50 diversification tests run against every model before you commit a share.
Dozens of eligible ETFs in one place
Filter live funds accepting contributions by strategy, issuer, and contribution window.
Execute in platform
Build the contribution, match the fund, and submit without leaving ExchangiFi or chasing a fund's ops team.
Custodian ready exports
Export exchange sheets formatted for Schwab, Fidelity, and more, in the layout their ops desks actually accept.

Get your fund in front of the advisors already contributing.

List My Fund Free
Publish to the marketplace
List your fund where advisors are actively sourcing 351 contributions.
RIC compliance for every platform investor
25/50 and 5/50 tested before subscription, automatically, on every contribution.
Custodian exports handled
Schwab, Fidelity, and more, generated and formatted for you.
A data room that closes
Terms, docs, and diligence in one investor facing room.
Contracts signed without the chase
Automated contract generation and electronic signature.
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See How ExchangiFi Works

A short walkthrough of the marketplace, the compliance tests, and how a contribution moves from portfolio to ETF shares.

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Free Forever. Not Just for 14 Days

Most users never need to pay us. Enterprise is for teams that need advanced controls.

Free Forever
$0
Get Started Free
  • Eligibility + RIC compliance checks
  • Full ETF marketplace access
  • In-platform exchange execution
  • Custodian export sheets
Coming Soon
Enterprise
Custom
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Everything in Free, plus:
  • SSO / SAML
  • Exchange AI Assistant
  • Team management & permissions
  • Priority support
Free Forever
$0
List My Fund Free
  • Publish your fund to the marketplace
  • RIC compliance for platform investors
  • Export sheets for platform investors
Coming Soon
Enterprise
Custom
Book a Call
Everything in Free, plus:
  • External investors (off platform), with RIC compliance checks and custodian export sheets included
  • Investor data room
  • Automated contracts & electronic signature
  • Bulk data upload
  • Monthly fund updates
  • SSO + team management
By the numbers

Section 351 Activity on the Platform

15+
ETFs launched
250+
Advisors registered on the platform
600+
Individual investors represented, estimated
2,000+
Portfolios analyzed
$300M+
Seed assets raised

Industry wide Section 351 launch data comes from ExchangiFi's own database, published at Section351ETF.com and confirmed with the Bloomberg ETF research desk. Coverage is partially corroborated by 351.tax, which adds N-PORT holdings detail. Past activity is not indicative of future results.

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Sample ETF issuers

Section 351 ETF Issuers You Will Find Inside the Marketplace

Registered advisors see every open 351 ETF launch from issuers like these, with strategy, expense ratio, and contribution deadline on each Section 351 fund listing.
Brookmont
MayTech Global
Polen Capital
Alpha Architect
Cambria
Burneys Wealth

Illustrative of issuers whose funds have appeared on the platform. Listing is not an offer to sell or a recommendation of any fund.

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Prefer to Talk It Through?

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Register to Access the 351 Exchange Marketplace

Advisors and ETF issuers can register for platform access. If you have questions about Section 351 exchanges or eligibility, contact us.

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Join the 351 Exchange Community

Advisors, ETF issuers, service providers, and counsel comparing notes on eligibility, upcoming launches, regulatory developments, and tax aware strategy.

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