FOR IMMEDIATE RELEASE
ExchangiFi joins the July 2026 update of the Kitces Financial Advisor Services Map under “Other Investment Related,” and is making the case for tax-focused solutions to be mapped as their own category.
Palm Beach Gardens, FL — Friday, July 31, 2026 — ExchangiFi, the first independent platform for Section 351 ETF exchanges, today announced that it has been added to the Kitces Financial Advisor Services Map in the July 2026 update. ExchangiFi is listed under the “Other Investment Related” category.
The Kitces Advisor Services Map launched in January 2026 as a companion to the long-running Kitces AdvisorTech Map, which has tracked the financial advisor technology landscape since 2018. The Services Map organizes providers into nine categories and 45 subcategories, spanning marketing and business development, financial planning, investment management, operations support, legal and regulatory, talent, transitions, and turnkey RIA platforms. It is produced in collaboration with Joe Moss of Advisor Tech Book.
Neither map currently carries a category dedicated to tax-focused solutions. ExchangiFi is advocating for one. Tax management has moved from a year-end exercise to a year-round discipline, and the tools advisors use to run it now sit scattered across investment, planning, and operations categories. ExchangiFi calls this emerging category TaxTech.
“Advisors are being asked to solve tax problems their tech and service stacks were never built for,” said Matthew Bucklin, Founder and CEO of ExchangiFi. “Tax is one of the largest value drivers left in wealth management, and it still does not have its own place on the map. We are proud to be included under investment-related services today. Our goal is to help make TaxTech a standalone pillar of the advisor ecosystem.”
ExchangiFi connects wealth advisors with ETF sponsors to seed funds without triggering immediate capital gains taxes. Under Section 351 of the Internal Revenue Code, investors can contribute securities to an ETF in exchange for shares while preserving their original cost basis. This allows advisors to transition clients out of tax-inefficient separately managed accounts (SMAs) and low-basis positions into liquid, transparent, and tax-efficient ETFs. The platform supports the transaction end to end, including portfolio optimization, documentation management, and capital commitment tracking.
Since launching in September 2025, ExchangiFi has attracted more than 40,000 visitors, built an email list of over 3,000 registered investment advisors (RIAs), and now lists 11 open 351 exchange ETFs with a pipeline of more than 30 syndicated 351 exchange launches in 2026. ETFs launched in connection with the platform have collectively raised more than $1.85 billion in seed assets, not all of which was raised through ExchangiFi. ExchangiFi’s leadership team includes entrepreneurs and operators with decades of experience across asset management, fintech, and ETF strategy.
# # #
About ExchangiFi, LLC
ExchangiFi is a TaxTech firm that provides a platform to connect ETF issuers and wealth advisors for Section 351 ETF exchanges. Its software supports the transaction by helping participants optimize portfolios, manage documentation, track capital commitments, and coordinate fund seeding. ExchangiFi is designed for simplicity and ease of use, so wealth advisors can better serve their clients. ExchangiFi provides software solutions only and does not offer tax, legal, or investment advice. For more information, visit https://exchangifi.com.