Defiance Analytics and ExchangiFi Enter Strategic Partnership to Market 351 Exchange ETFs to Advisors
Summary
Defiance Analytics and ExchangiFi formed a strategic partnership to market Section 351 exchange ETFs to advisors. The collaboration combines Defiance Analytics' AI-driven advisor attribution and outreach platform with ExchangiFi's proprietary marketplace data. Together, they aim to help ETF issuers identify high-intent advisors during the short 351 exchange launch window. The deal creates a focused go-to-market offering for issuers that need precise advisor targeting and compliant outreach.
Classifications
industries
Fintech & Banking
applications
Sales and Marketing
AskAI Classifications
Labels
MarTech
Analytics Software
SaaS
Linked Companies
Defiance Analytics
$1M to $5M