
For investment apps and neobanks
For investment apps and neobanks
Turn tax-smart donations into a retention engine
Turn tax-smart donations into a retention engine
Turn tax-smart donations into a retention engine
For investment apps and neobanks
Sharely helps fintechs add tax-efficient donations right inside their app – increasing user engagement, growing retention, and driving more deposits.
Sharely helps fintechs add tax-efficient donations right inside their app – increasing user engagement, growing retention, and driving more deposits.
Sharely helps fintechs add tax-efficient donations right inside their app – increasing user engagement, growing retention, and driving more deposits.


Watch demo



Watch demo



Watch demo

Partnerships and press
Partnerships and press
Partnerships and press
Sticky deposits
Donations happen inside your ecosystem, not through third-party links. Keep the capital, and the credit, where it belongs.
Sticky deposits
Donations happen inside your ecosystem, not through third-party links. Keep the capital, and the credit, where it belongs.
Sticky deposits
Donations happen inside your ecosystem, not through third-party links. Keep the capital, and the credit, where it belongs.
Organic growth loops
People share stories, not charts. Personalized impact reels turn donors into ambassadors (without referral codes).
Organic growth loops
People share stories, not charts. Personalized impact reels turn donors into ambassadors (without referral codes).
Organic growth loops
People share stories, not charts. Personalized impact reels turn donors into ambassadors (without referral codes).
Stronger loyalty
Impact updates turn donors into long-term supporters. When people see where their money goes, they stick around.
Stronger loyalty
Impact updates turn donors into long-term supporters. When people see where their money goes, they stick around.
Stronger loyalty
Impact updates turn donors into long-term supporters. When people see where their money goes, they stick around.
Actionable insights
Track giving behavior, engagement, and shares – turn donations into a rich signal for deeper user understanding.
Actionable insights
Track giving behavior, engagement, and shares – turn donations into a rich signal for deeper user understanding.
Actionable insights
Track giving behavior, engagement, and shares – turn donations into a rich signal for deeper user understanding.

"There’s a major transfer of wealth coming, with tens of trillions of dollars changing hands to younger purpose-driven generations."
– Literally every deck in finance
$0T
expected wealth transfer by 2048 ¹
0%
of millennials want sustainable investing ²

"There’s a major transfer of wealth coming, with tens of trillions of dollars changing hands to younger purpose-driven generations."
– Literally every deck in finance
$0T
expected wealth transfer by 2048 ¹
0%
of millennials want sustainable investing ²

"There’s a major transfer of wealth coming, with tens of trillions of dollars changing hands to younger purpose-driven generations."
– Literally every deck in finance
$0T
expected wealth transfer by 2048 ¹
0%
of millennials want sustainable investing ²
The problem
The problem
The problem
Users (and money) are leaving your platform
About two-thirds of people use more than one finance app – because no single app offers all the features they need.
When users want to give, they move funds to outside nonprofits or donor-advised funds.
That means lost deposits, lost engagement, and lost relevance.
About two-thirds of people use more than one finance app – because no single app offers all the features they need.
When users want to give, they move funds to outside nonprofits or donor-advised funds.
That means lost deposits, lost engagement, and lost relevance.
About two-thirds of people use more than one finance app – because no single app offers all the features they need.
When users want to give, they move funds to outside nonprofits or donor-advised funds.
That means lost deposits, lost engagement, and lost relevance.
How Sharely works
How Sharely works
Tax-smart giving built into your app
No new accounts. No extra logins.
Just smarter giving, built in.
Let your users invest as usual
Let your users invest as usual
Allow them to select impact themes they care about
Allow them to select impact themes they care about
Turn their cash, gains, or stocks into in-app donations
Turn their cash, gains, or stocks into in-app donations
Help them track, celebrate, and share their impact
Help them track, celebrate, and share their impact
How Sharely works
Tax-smart giving built into your app
No new accounts. No extra logins.
Just smarter giving, built in.
Let your users invest as usual
Let your users invest as usual
Allow them to select impact themes they care about
Allow them to select impact themes they care about
Turn their cash, gains, or stocks into in-app donations
Turn their cash, gains, or stocks into in-app donations
Help them track, celebrate, and share their impact
Help them track, celebrate, and share their impact



Growth loops through impact
Growth loops through impact
Growth loops through impact
Turn donation impact into shareable stories
Users don’t just see numbers – they see impact:
“You’re in the top 10% of climate donors.”
“Your donations funded 3 clean water projects.”
Sharely makes generosity visible.
Our story
Our story
Why we built Sharely
Giving felt disconnected. Separate from where money lives.
We built Sharely so “Donate” can finally sit beside “Trade” and “Transfer.”
Now giving becomes part of how money is managed, not an errand on the side.
How Sharely works
Tax-smart giving built into your app
No new accounts. No extra logins.
Just smarter giving, built in.
Let your users invest as usual
Let your users invest as usual
Allow them to select impact themes they care about
Allow them to select impact themes they care about
Turn their cash, gains, or stocks into in-app donations
Turn their cash, gains, or stocks into in-app donations
Help them track, celebrate, and share their impact
Help them track, celebrate, and share their impact


Growth loops through impact
Turn donation impact into shareable stories
Users don’t just see numbers – they see impact:
“You’re in the top 10% of climate donors.”
“Your donations funded 3 clean water projects.”
Sharely makes generosity visible.
Inside the product
Inside the product
Designed to make giving easy – and contagious.
Designed to make giving easy – and contagious.
Built-in compliance.
Zero custody risk. One API. Secure by design.
Our platform is built with SOC 2 controls, OFAC screening, and full audit trails.
Zero custody risk. One API. Secure by design.
Our platform is built with SOC 2 controls, OFAC screening, and full audit trails.
Zero custody risk. One API. Secure by design.
Our platform is built with SOC 2 controls, OFAC screening, and full audit trails.



Plug-and-play integrations. From sandbox to pilot in days.
Launch faster: Quickstarts, ready-to-use Postman collections, and sandbox access.
Plug-and-play integrations. From sandbox to pilot in days.
Launch faster: Quickstarts, ready-to-use Postman collections, and sandbox access.
Plug-and-play integrations. From sandbox to pilot in days.
Launch faster: Quickstarts, ready-to-use Postman collections, and sandbox access.





Turn giving signals into useful audience segments.
Built for your CRM and ads stack. Discover who’s engaging and send messages that match their values.
Turn giving signals into useful audience segments.
Built for your CRM and ads stack. Discover who’s engaging and send messages that match their values.
Turn giving signals into useful audience segments.
Built for your CRM and ads stack. Discover who’s engaging and send messages that match their values.
Ready to build loyalty through impact?
Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.
Ready to build loyalty through impact?
Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.
Ready to build loyalty through impact?
Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.







