Media Center
Press Hub
Official News, Research, and Media Resources From the 351 Exchange Marketplace
This page is for journalists, analysts, and partners who want to write about, cite, or work with ExchangiFi. For all media inquiries, reach out to [email protected].
Newsroom
Latest Press Releases
Corporate announcements, research, and partnership news, issued directly by ExchangiFi.
ExchangiFi Added to the Kitces Financial Advisor Services Map
ExchangiFi Announces Strategic Investment from Prosperity Venture Partners
New ExchangiFi Research Estimates $5.0 Trillion in U.S. Taxable Equity Assets Are Suited for Section 351 Tax-Deferred ETF Conversions
Defiance Analytics and ExchangiFi Enter Strategic Partnership to Market 351 Exchange ETFs to Advisors
Media Coverage
In the News
Independent reporting on ExchangiFi, Section 351 exchanges, and tax aware portfolio conversion.
CEO Interview: ExchangiFi
Institutional managers poised to drive next wave of 351 ETF adoption
How ETFs Can Survive IRS Scrutiny on Tax-Dodge Trades
Form 4 Has 20 Transaction Codes. None Say “Section 351 ETF Swap”
Kitces Advisor Services Map ExchangiFi Added to Other Investment Related
ExchangiFi Bloomberg Profile
About
About ExchangiFi
ExchangiFi is the 351 exchange marketplace. We give wealth managers a central place to review ETF launches posted by fund sponsors, with software that automates diversification testing and streamlines the contribution of securities for ETF shares.
Advisors identify potentially eligible portfolios, review how holdings fit a receiving fund's strategy, optimize contribution baskets, and coordinate transfers, all in one place, with every diversification test documented and auditable.
Our goal is to build the foundational infrastructure for the next generation of ETF markets, enabling tax efficient portfolio transformation and seamless access to diversified investing.
Strategic Integration
Now Part of the Data Access Residency
ExchangiFi is a selected participant in Fintech Sandbox, gaining access to institutional financial data to power the 351 exchange marketplace.
From Idea to Marketplace
Our Journey
From a single domain to a full marketplace. ExchangiFi milestones since February 2025.
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February 2025
A Clear Opportunity
Matt Bucklin built 351conversion.com and interest in a dedicated platform became clear.
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April 2025
Purpose Built Platform
Patent filed, 351 related domains acquired, and a partnership with Alternova established.
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August 2025
Beta Launch
An early version of ExchangiFi.com was soft launched to test advisor reaction.
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September 2025
Market Debut
The full ExchangiFi marketplace and the 351 exchange calculator launched.
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November 2025
Conference Debut
ExchangiFi debuted at the ETP Fall Forum in New York, New York.
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January 2026
Formally Incorporated
ExchangiFi LLC was incorporated in Delaware, formalizing work begun in early 2025.
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March 2026
Fintech Sandbox
ExchangiFi was admitted into the Fintech Sandbox Data Access Residency program.
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June 2026
Strategic Investment
ExchangiFi received a strategic investment from Prosperity Venture Partners.
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July 2026
Advisor WealthTech Map
Advisor WealthTech Map
Media Kit
Everything You Need in One Download
High resolution logos, executive headshots, product screenshots, company boilerplate, and brand guidelines, all approved for editorial and press use. For anything not in the kit, email [email protected].
Media Contact
Our Press Office Is Here to Help With Your Stories
Interview requests, data on Section 351 exchange activity, expert commentary, and fact checking. Send us a note through the contact form and we respond within one business day.
Email Inquiries
[email protected]
Phone
+1 561 206 2416
Location
2000 PGA Blvd.
Suite 4440, Office LL
Palm Beach Gardens, FL 33408
Suite 4440, Office LL
Palm Beach Gardens, FL 33408