The partnership aims to help exchange-traded funds (ETF) issuers identify financial advisers interested in Section 351 exchange ETF launches through targeted marketing.
Defiance Analytics and ExchangiFi have entered a strategic partnership to develop a marketing solution for issuers launching Section 351 exchange ETFs. The partnership is intended to improve the efficiency of marketing campaigns Section 351 exchange ETFs allow eligible investors to contribute securities into a new ETF in exchange for fund shares under a tax-deferred structure. ExchangiFi operates a marketplace focused on these transactions, covering the period between an ETF's eff