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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.

¹ Cerulli Associates, "Aging Boomers Bring Intergenerational Planning to the Forefront," July 2021.

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 shows exactly how their capital is changing the world.

Seamless client experience

Fully embedded into your client experience, so you stay in control.

Features that build loyalty through impact

Nonprofit curation

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

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

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

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?

Turn client returns into measurable impact.

Schedule a chat

Ready to build loyalty through impact?

Turn client returns into measurable impact.

Schedule a chat

Ready to build loyalty through impact?

Turn client returns into measurable impact.

Schedule a chat