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Matthew Bucklin
Matthew Bucklin is a finance professional and entrepreneur. He is the Founder of ExchangiFi, a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges.
Previously, Matt launched Valley Cove Capital, a search fund focused on small business acquisition and growth, co-founded Sense Relief, a digital therapeutics company, Credible, a speech coaching app, and founded The Quit Company, a smoking cessation products platform. He began his career in asset management with MDRxFinancial and W.P. Stewart.
Matt holds an MBA from the Yale School of Management and a BA in Economics and Mathematics from Colby College. He is based in West Palm Beach, and serves as President of the Yale Club of the Palm Beaches and mentors with the Yale Entrepreneurial Society and Colby Halloran Lab.
News by Matthew Bucklin
Leveraged Long/Short Tax Alpha Is a Hotel California
The hottest tax strategy on Wall Street may also be one of the hardest to escape.
The SpaceX Trade No One’s Talking About: ETFs and the 351 Loophole
SpaceX is the test case, but the real question is whether Section 351 works for other private market shares.
Can ETFs Make Capital Gains Disappear Forever?
How a “boring” T-bill ETF revived the dual-share class structure and the powerful tax strategies ETFs use to legally defer capital gains and boost efficiency.
From Bitcoin to ETF: Inside the Section 351 Strategy Financial Advisors Are Starting to Ask About
Crypto’s biggest tax problem may already have a legal workaround hiding inside the ETF rulebook.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
Asset TV
The ETF Show - New Autism-Impact ETF Launched
Defiance ETFs has launched the first ETF, $ASD, focused on the autism ecosystem, investing in companies that provide services, products, and research related to autism and neurodivergence.
ETF Trends
ETF Industry KPIs June 1, 2026
The ETF Industry saw 22 New Launches, 1 Ticker Change and 1 closure last week.
ETF Trends
ETF Industry KPIs May 20, 2026
The ETF Industry saw 44 New Launches, 3 Mutual Fund Conversions and 9 closures last week.
Asset TV
The ETF Show - Politics Becomes Investable Trade through ETFs
Dan Weiskopf, Senior Portfolio Manager at Tidal Financial Group spoke with the ETF Show about Subversive ETFs that help investors trade like politicians.
Browse all educational columns
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