Company Performance Metrics
- Matt Bucklin: FounderPast Role: The Quit Company, Founder
ExchangiFi is a capital markets platform that facilitates tax-deferred Section 351 exchanges between investors holding concentrated, low-basis stock positions and ETF issuers launching new funds. The platform serves two sides of the market:
Investors/Advisors: Enables tax-efficient diversification of concentrated equity holdings into ETF
portfolios while deferring capital gains—effectively operating as a "1031 exchange for stocks" ETF Issuers: Provides a distribution channel to raise initial AUM by accepting in-kind stock contributions in exchange for ETF shares
Positioned as the "iCapital for ETFs," ExchangiFi digitizes and streamlines the complex legal and operational processes required to execute 351 exchanges, unlocking trapped capital for wealth managers and family offices while solving the cold-start problem for emerging ETF products. Core Innovation: Connecting supply (investors with appreciated stock seeking tax-advantaged exit) with demand (ETF issuers seeking seed capital) through a specialized fintech infrastructure for corporate reorganizations.
