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Sharely for wealth managers

Impact your clients can measure

Sharely for banks and neobanks

Clients increasingly want their capital to reflect their values, and many will move to advisors who deliver it.¹ Sharely gives your firm the measurable impact tools to meet that expectation.

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

The $105T wealth transfer is reshaping client expectations

More clients want their portfolios to reflect their values. Sharely gives your firm the infrastructure to offer measurable impact, fully under your brand.

Measurable, not vague

Go beyond broad ESG language with impact reporting that shows clients where their capital actually goes.

Embedded in your experience

Sharely runs inside your existing client experience, so you stay in control.

What Sharely offers advisors and clients

Tax-efficient gifting, built in

Select long-term lots, then preview capital-gains tax avoided, deduction value, and net benefit before executing on the client's behalf. Sharely handles receipts and nonprofit verification in the background.

Curated, vetted nonprofits

Every theme routes to verified 501(c)(3) organizations chosen for measurable outcomes, so advisors can recommend giving with confidence.

Branded, client-ready reporting

Every gift produces a branded summary of lives improved and tax benefit, under your firm's name, ready for client reviews.

Pipeline for your workflow

Sharely surfaces appreciated positions across the household and flags the most tax-efficient gifts.

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