New
For forward-thinking brokerages
Maximize returns and impact for your clients
Grow AUM by enabling clients to seamlessly donate stocks or profits, save on taxes, and maximize the impact for causes they care about most.
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The largest transfer of wealth is underway. Next-gen investors want not only returns, but impact.
Investor expectations—and the battle for AUM—are shifting fast. Brokerages who fail to make impact part of their value proposition will lose out to faster-moving players.
Future-thinking brokerage firms who deliver both returns and impact will capture the lion’s share of this historic wealth transfer.
Meet Sharely. Sharely enables your clients to donate stocks and profits—tax-efficiently—to vetted, data-driven nonprofits. They get returns and create impact, and love you for it. You acquire, retain and grow AUM in a defensible, durable manner.
Unconventional approach brings unconventional results.
Enable your investors achieve their charitable giving goals without sacrificing returns. Maximum tax-efficiency, transparency and real impact for your clients.
