ExchangiFi connects wealth managers with ETF issuers for tax-efficient Section 351 exchanges, with software that automates compliance testing and turns complex transactions into seamless, tax-deferred transfers.
| Website | https://exchangifi.com/ |
| Employees | 13 (6 on RocketReach) |
| Founded | 2025 |
| Industry | Financial Services |
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ExchangiFi Questions
Matthew Bucklin is the Founder of ExchangiFi.
6 people are employed at ExchangiFi.
ExchangiFi is based in Palm Beach Gardens, Florida.
Top ExchangiFi Employees
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Matthew Bucklin
Founder at ExchangiFi
West Palm Beach, FL, US44 -
Juan Trujillo
Head of Technology at ExchangiFi
Bogotá, Bogota, CO2 -
Radhika Tibrewal
Summer Analyst at ExchangiFi
Los Angeles, CA, US -
Drishana Bachhawat
Analyst at ExchangiFi
New York, NY, US -
Artis Lay
QA Intern at ExchangiFi
Chicago, IL, US2 -
Finnegan Tierney
Analyst at ExchangiFi
United States1
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