Sharely for wealth managers
Sharely for wealth managers
Next-gen wealth demands impact
Sharely for banks and neobanks
70% of next-gen investors will move their wealth to advisors who share their values. ¹
We give advisors the measurable impact tools young investors demand.
The $105T wealth transfer rewards advisors who deliver impact
The $105T wealth transfer rewards advisors who deliver impact
Wealth is moving to a generation that seeks impact. Provide the infrastructure to retain heirs before they move assets elsewhere.
Proof, not promises
Clients are tired of vague ESG. Provide measurable impact reporting that proves exactly how their portfolio changed the world.
Proof, not promises
Clients are tired of vague ESG. Provide measurable impact reporting that proves exactly how their portfolio changed the world.
Proof, not promises
Clients are tired of vague ESG. Provide measurable impact reporting that proves exactly how their portfolio changed the world.
Seamless client experience
Fully embedded into your client experience, so you stay in control.
Seamless client experience
Fully embedded into your client experience, so you stay in control.
Seamless client experience
Fully embedded into your client experience, so you stay in control.
Features that build loyalty through impact
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.
Seamless donations + tax receipts
Seamless 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.
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.
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.