ExchangiFi Receives Investment from Prosperity Venture Partners

ExchangiFi has developed an independent platform for Section 351 ETF exchanges, helping connect wealth advisors with ETF sponsors. The platform allows investors to contribute eligible securities to an ETF in exchange for ETF shares without immediately triggering capital gains taxes.

This approach helps wealth advisors move clients from tax-inefficient separately managed accounts (SMAs) and low-cost-basis investments into more liquid, transparent, and tax-efficient ETFs while preserving the original cost basis of their holdings.

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ExchangiFi has attracted more than 40,000 visitors and built an email network of over 3,000 registered investment advisors (RIAs). The platform currently lists 11 open Section 351 exchange ETFs and expects to support more than 30 new Section 351 ETF launches in 2026.

ETFs associated with the platform have raised more than $1.85 billion in seed assets, although not all of that funding came through ExchangiFi. The company's leadership team brings decades of experience in asset management, fintech, and ETF strategy.

“Tommy has spent his career advising families and the advisors who serve them, and he deeply understands the wealth and asset management businesses and the tax challenges ExchangiFi is built to solve,” said Matthew Bucklin, Founder and CEO of ExchangiFi. “His experience as a board member and advisor will be invaluable as we scale the platform.”

“My work in the family office and wealth management space has convinced me that the new frontier for wealth management planning is income tax-focused, and I believe that Section 351 exchanges will be one of the most important tax and portfolio-management tools of the next decade,” said Tommy Mayes. “I see ExchangiFi as the independent hub for everything related to 351 exchanges, bringing advisors, issuers, and clients together while providing the infrastructure to support workflows and ensure compliance.”

About ExchangiFi

Founded in 2025 by Matthew Bucklin, ExchangiFi is a TaxTech company that provides a platform connecting ETF issuers with wealth advisors for Section 351 ETF exchanges. Its software helps users optimize portfolios, manage documents, track capital commitments and coordinate ETF fund launches. Designed to simplify the process, ExchangiFi helps advisors better serve their clients while providing software only, not tax, legal or investment advice.

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