ExchangiFi

04/01/2026

ExchangiFi Accepted into Fintech Sandbox Data Access Residency Program

The firm has quickly established itself as the 351 Exchange Marketplace, connecting wealth professionals and asset managers to easily identify and execute 351-related opportunities.

PALM BEACH GARDENS, Fla.--(BUSINESS WIRE)--ExchangiFi, the 351 Exchange Marketplace connecting wealth managers with ETF issuers for tax-efficient Section 351 exchanges, announces that it has been accepted to join the prestigious Fintech Sandbox Data Access Residency Program.

ExchangiFi, the 351 Exchange Marketplace connecting wealth managers with ETF issuers, has been accepted to the Fintech Sandbox Data Access Residency.

03/26/2026

ExchangiFi joins the Fintech Sandbox Data Residency!

We are thrilled to announce that ExchangiFi has been accepted into the Fintech Sandbox Data Residency program. This partnership is a major milestone in our mission to modernize the way wealth managers and ETF issuers handle tax-efficient Section 351 exchanges.

Fintech Sandbox provides early-stage startups with free access to critical financial data and resources. For us, this means faster innovation and even more robust compliance testing and portfolio optimization tools for our users.

By leveraging this world-class data, we’re making it simpler than ever to convert appreciated portfolios into ETF shares, automating the complex manual processes of the past.

A huge thank you to the Fintech Sandbox team for supporting our vision to drive innovation in capital markets!

Read more about our profile here: https://www.fintechsandbox.org/startup/exchangifi/

02/23/2026

Can ETFs Make Capital Gains Disappear Forever?

How a “boring” T-bill ETF revived the dual-share class structure and the powerful tax strategies ETFs use to legally defer capital gains and boost efficiency.

This raises a question savvy, tax-averse investors inevitably ask: ‘could you combine a 351 exchange with an in-kind redemption, where instead of selling ETF shares for cash, you request the basket of underlying stocks directly from the AP, and thereby defer capital gains recognition indefinitely?’

02/09/2026

Can Crypto Be Converted Using 351 Exchanges? It’s Complicated

Some think cryptocurrencies can be converted into ETFs tax-deferred, but few have actually tried it.

Basically, the process is twofold:

First, the investor contributes their cryptocurrency into a newly created digital asset treasury.

Then, stocks in the digital treasury can be converted into a diversified ETF.

Some think cryptocurrencies can be converted into ETFs tax-deferred, but few have actually tried it.

01/30/2026

ETF Prime: New Platform Simplifies 351 Exchanges

New tools are making it easier for investors to swap individual stocks for ETFs—without the immediate tax hit. 🛑💸

Matt Bucklin, founder of ExchangiFi, joined Nate Geraci on the latest ETF Prime podcast to discuss "351 exchanges." It’s an 80-year-old tax provision that is getting a modern tech update.

ExchangiFi platform connects advisors with ETF issuers for tax-free 351 exchanges while Themes ETFs posts 240% gains in silver miners fund.

01/14/2026

From Bitcoin to ETF: Inside the Section 351 Strategy Financial Advisors Are Starting to Ask About

Crypto’s biggest tax problem may already have a legal workaround hiding inside the ETF rulebook.

Financial advisors are asking about the Section 351 strategy for clients sitting on massive unrealized gains in Bitcoin and other digital assets.

While it has never been done before, there is a legal and operationally possible pathway to convert spot crypto into a diversified ETF. This article explores why a direct exchange is not possible now, and a 2-step pathway to actually exchange your Bitcoin for an ETF, tax-deferred.

01/07/2026

This strategy is proving particularly effective for:

Reindexing portfolios after direct indexing or tax-loss harvesting

Reducing concentration risk, including employer stock and legacy holdings

Shifting portfolio exposure as clients move from growth toward income

Managing corporate actions, such as take-private transactions or fund closures

Consolidating accounts by rolling many positions into a single low-cost ETF

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.

12/30/2025

Traffic will boom at the intersection of taxes and investing
Matt Bucklin, founder of ExchangiFi
Matt Bucklin.png
Matt Bucklin
Tax efficiency will fuel the continued movement toward ETFs, according to Matt Bucklin, founder of Section 351 ETF conversion marketing website firm ExchangiFi and its websites 351exchange.com and 351conversion.com. The sites connect issuers to investors and advisors seeking to transfer highly appreciated securities to similar ETFs with deferral of the capital gains taxes. There are at least $2.7 trillion of assets in separately managed accounts alone that could benefit from that migration to ETFs, according to one estimate earlier this year.

Bucklin predicts there will be "an explosion of these in 2026," as more advisors and clients learn about the strategy and asset management firms roll out their versions of the 351 conversion. As an indication, Bucklin started 351conversion.com earlier this year with just one fund listed on the website. Currently, there are about 10. In the early stages of 2026, he expects the number to reach 30, with around 100 by the end of next year.

"The way I look at it generally is, all capital is flowing into the ETF structure," Bucklin said. "This 351 exchange is just going to accelerate it."

With so much commodification in investment management that has boosted cheaper, passive vehicles above previously dominant active funds, tax strategy is playing a stronger role in the value proposition of fund companies working with advisors and their clients. Pitches for "tax efficiency" and "tax alpha" are replacing the idea of beating the market, he said. That could entail any number of strategies around asset location, ETF conversions or mutual funds with ETF share classes or more basic moves to harvest losses in order to offset capital gains.

"One of the hot topics is tax," Bucklin said. "When I talk to high net worth money managers they're really excited about some of these newer tax loss harvesting funds." — Tobias Salinger

https://www.financial-planning.com/list/2026-expert-predictions-for-wealth-management

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

12/17/2025

The top tax stories of 2025 for financial advisors

The list below of the top tax stories from 2025 displays only some of the many rich links to planning and wealth management.

For example, the ties between tax planning and investing showed up this year in the ongoing flow of assets into ETFs, according to Matt Bucklin, founder of Section 351 ETF conversion marketing firm ExchangiFi and its websites 351exchange.com and 351conversion.com. That asset conversion tactic in itself could drive the movement of trillions of dollars in coming years from separately managed accounts.

ETFs have always delivered greater tax efficiency than traditional funds, but new technology and regulatory shifts are enabling further innovation. Box spreads and dual ETF share classes for mutual funds are just two further instances.

Those tax-friendly investment launches and flows are boosting "these strategies that only really rich people were able to get access to before," Bucklin said. "And now they can through the ETF structure."

https://www.financial-planning.com/news/top-tax-stories-of-2025-for-financial-advisors

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

12/13/2025

In a recent U.S. News & World Report article, Brian breaks down a key advantage of ETFs over individual stocks:

"ETFs may be more effective when harvesting tax benefits. Unlike individual stocks that can only be sold to harvest a tax loss once in a 31 day period, different ETFs providing similar exposure can be swapped multiple times in the same 31 day period, providing more opportunities to harvest tax losses."

This strategy allows investors to maintain market exposure while navigating the Wash-Sale Rule more flexibly—a nuance that can make a significant difference in volatile markets.

The strategic use of certain ETFs can help investors turn unrealized stock-picking losses into tangible tax savings.

12/12/2025

Navigating the regulatory shifts in the ETF ecosystem. 📉 ⚖️

As ETF issuers face a rapidly evolving legal landscape, understanding the nuances of structure and compliance is critical. I recently came across this panel discussion from the ETP Forum titled "ETF Legal & Share Class Structures: A Regulatory Crossroads," and it covers the exact issues many of us are watching closely right now.

The panel dives into:

The increasing interest in multi-share class models.

Implications of the SEC’s updated guidance.

Broader compliance hurdles like the Name Rule and global pressures.

It is a great watch for anyone involved in fund formation or ETF compliance.

Watch experts at the ETP Forum discuss ETF multi-share class models, SEC guidance, and key compliance issues like the Name Rule.

12/04/2025

Matt Bucklin of ExchangiFi discusses how 351 exchanges can impact investors' portfolio diversification and tax deferral strategies.

Matt Bucklin of ExchangiFi discusses how 351 exchanges can impact investors' portfolio diversification and tax deferral strategies