Contact
Talk to the Team Behind the 351 Exchange Marketplace
For Advisors With Concentrated Client Portfolios, and Managers Launching an ETF
Ask about structuring a Section 351 exchange, getting access to the platform, or seeding a new fund. Send a message, call us, or book time with the team — a person here answers, usually within one business day.
Get in touch
We Are Always Ready to Answer Your Questions
Reach out with any questions about using ExchangiFi, and our team will get back to you.
Suite 4440, Office LL
Palm Beach Gardens, FL 33408
Book a meeting
Prefer to Talk It Through?
Pick a time that works and we will meet you there.
Discuss using ExchangiFi for your 351 exchange ETF launch.
Book a 30 minute meeting with the team.
Bring a Portfolio to the 351 Exchange Marketplace
Register to review open 351 ETFs, run the 25/50 diversification test on a client portfolio, and coordinate the in-kind contribution end to end.
Request to Join Our Community
Advisors, ETF issuers, service providers, and counsel comparing notes on eligibility, upcoming launches, regulatory developments, and tax aware strategy.