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Sharely for brokerages

Sharely for brokerages

Turn tax-smart giving into viral growth

Sharely for banks and neobanks

Enable one-tap stock, cash, and capital gains donations that generate shareable impact reports – creating buzz and organic user acquisition.

The modern wealth stack is incomplete without a native impact layer

The modern wealth stack is incomplete without a native impact layer

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Replace high CAC with a viral social loop powered by member generosity.

Replace high CAC with a viral social loop powered by member generosity.

Replace high CAC with a viral social loop powered by member generosity.

Viral organic growth

Replace expensive referral programs with impact. Users share impact reports on social media, driving low-cost organic acquisition.

Viral organic growth

Replace expensive referral programs with impact. Users share impact reports on social media, driving low-cost organic acquisition.

Viral organic growth

Sales professionals shouldn't be stuck updating spreadsheets or chasing down follow-ups.

Proof of giving

While others offer vague 'ESG scores,' Sharely provides individual impact verification. We solve the #1 complaint of next-gen investors: not knowing the true impact of their capital.

Proof of giving

While others offer vague 'ESG scores,' Sharely provides individual impact verification. We solve the #1 complaint of next-gen investors: not knowing the true impact of their capital.

Proof of giving

While others offer vague 'ESG scores,' Sharely provides individual impact verification. We solve the #1 complaint of next-gen investors: not knowing the true impact of their capital.

Integrated impact features

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Nonprofit curation

Nonprofit curation

Nonprofit curation

We carefully curate the most effective nonprofits, so every donation your users make goes straight to causes that truly make a difference.

We carefully curate the most effective nonprofits, so every donation your users make goes straight to causes that truly make a difference.

We carefully curate the most effective nonprofits, so every donation your users make goes straight to causes that truly make a difference.

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In-app donations + tax receipts

In-app donations + tax receipts

Let users donate from realized gains or stock positions, directly from their portfolio. Sharely automates tax receipts and nonprofit verification, so giving feels as seamless as trading.

Let users donate from realized gains or stock positions, directly from their portfolio. Sharely automates tax receipts and nonprofit verification, so giving feels as seamless as trading.

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Branded impact insights

Branded impact insights

Sharely turns donations into visual stories that strengthen emotional connection. Your users see exactly where their impact lands – in-app, branded, and measurable.

Sharely turns donations into visual stories that strengthen emotional connection. Your users see exactly where their impact lands – in-app, branded, and measurable.

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Social-ready reels

Social-ready reels

Social-ready reels

Let your users celebrate their donations with beautiful, ready-to-share reels. Each donation turns into a social story that inspires others to give.

Let your users celebrate their donations with beautiful, ready-to-share reels. Each donation turns into a social story that inspires others to give.

Let your users celebrate their donations with beautiful, ready-to-share reels. Each donation turns into a social story that inspires others to give.

Driven by purpose

Effortless generosity

Giving shouldn’t be complicated. We make it simple, seamless, rewarding, and part of everyday finance.

Effortless generosity

Giving shouldn’t be complicated. We make it simple, seamless, rewarding, and part of everyday finance.

Effortless generosity

Giving shouldn’t be complicated. We make it simple, seamless, rewarding, and part of everyday finance.

See the impact

Every donation tells a story. We make sure users can see the real-world difference they’re making.

See the impact

Every donation tells a story. We make sure users can see the real-world difference they’re making.

See the impact

Every donation tells a story. We make sure users can see the real-world difference they’re making.

Grow wealth, do good

Investing and giving don’t have to be separate. We empower users to build their future and make impact at the same time.

Grow wealth, do good

Investing and giving don’t have to be separate. We empower users to build their future and make impact at the same time.

Grow wealth, do good

Investing and giving don’t have to be separate. We empower users to build their future and make impact at the same time.

From integrating seamless donations to showing real-world impact, we make giving a natural part of finance.

Ready to build loyalty through impact?

Enable values-based trading for your clients.

Ready to build loyalty through impact?

Enable values-based trading for your clients.

Ready to build loyalty through impact?

Enable values-based trading for your clients.