Fundz

ExchangiFi received an investment from Prosperity Venture Partners to enhance its TaxTech platform for ETF issuers and wealth advisors. The deal details were not disclosed.

PRIVATEJul 07, 2026

Round Type

Venture

FloridaFinancial ServicesFinanceFintech

Investors

Prosperity Venture Partners

Description

ExchangiFi, a Palm Beach Gardens, FL-based TaxTech firm, secured an investment from Prosperity Venture Partners, led by entrepreneur Tommy Mayes. The exact amount of the deal remains undisclosed. Mayes will join the company's board of directors as part of this investment. Founded by CEO Matthew Bucklin, ExchangiFi offers solutions for Section 351 ETF exchanges.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as ExchangiFi that raised within 45 days of this round, from Fundz verified event records.

  • Constantinople raised $46M on August 21, 2026.
  • novio raised $10M (Series A) on August 20, 2026.
  • QNB raised $45M (Post-IPO Equity) on August 20, 2026.
  • CGreen raised an undisclosed amount (Debt Financing) on August 19, 2026.
  • Ingenico raised $174M on August 18, 2026.
  • Twyne raised an undisclosed amount (Seed) on August 18, 2026.

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Company Information

Company

ExchangiFi

Location

Florida, United States

About

ExchangiFi is a TaxTech firm that provides a platform to connect ETF issuers and wealth advisors for Section 351 ETF exchanges. Its software helps participants optimize portfolios, manage documentation, track capital commitments, and coordinate fund seeding. Founded by CEO Matthew Bucklin, ExchangiFi aims to streamline the ETF exchange process. The firm is based in Palm Beach Gardens, FL.

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ExchangiFi raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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