FOR IMMEDIATE RELEASE
September 8, 2025
Palm Beach Gardens, FL (September 8, 2025) — ExchangiFi today officially announced the launch of its wealthtech platform, built to simplify how wealth advisors and ETF sponsors work together to seed new funds in a tax-efficient way.
The ExchangiFi platform connects wealth advisors directly with ETF fund sponsors, improves portfolio diversification, and coordinates between wealth managers, ETF issuers, custodians, and Authorized Participants (APs) to help seed ETFs 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 in the ETF while keeping their original cost basis. In practice, this gives advisors a path to move clients out of tax-inefficient separately managed accounts (SMAs) and low cost basis brokerage positions into liquid, transparent, and tax-efficient ETFs.
“We built ExchangiFi to connect wealth managers, who want to provide a high-value tax and portfolio management strategy to clients, with ETF issuers offering a 351 exchange opportunity to gather seed assets prior to launch,” said Matthew Bucklin, Founder and President of ExchangiFi.
Historically, participants managed these transactions through manual, spreadsheet based processes. The ExchangiFi platform uses AI-driven technology to automate complex compliance analysis and portfolio optimization.
“The mechanics of a 351 exchange have always been technically demanding, with issuers and advisors spending weeks reconciling positions, checking diversification limits, and managing documentation by hand,” said Ricardo Velasquez, Cofounder and Technical Advisor of ExchangiFi. “Our software automates portfolio optimization, diversification testing, and compliance checks, turning a process that once took weeks into one that can be completed in hours. That speed and accuracy is what allows advisors and issuers to scale these transactions with confidence.”
ExchangiFi is the first dedicated platform for Section 351 ETF exchanges, bringing advisors, issuers, custodians, and Authorized Participants onto a single workflow purpose built for these transactions.
ExchangiFi’s leadership team includes entrepreneurs and operators with experience across asset management, fintech, and financial services. The founding team is Matthew Bucklin (Founder and President), Ricardo Velasquez (Cofounder and Technical Advisor), Joseph Grace (Cofounder and VP, Business Development), and Juan Trujillo (CTO).
“Solving for complex processes requires an experienced team, and that is particularly the case when working within the strict parameters of 351 exchanges. I’m excited for what we’re formally introducing today and all that’s still to come,” added Bucklin.
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About ExchangiFi, LLC
ExchangiFi provides a platform that connects 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 serve their clients better. ExchangiFi provides software solutions only and does not offer tax, legal, or investment advice. For more information, visit https://exchangifi.com/.