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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

CharityVest

Profile

Charityvest is a fintech company making charitable giving more
streamlined & engaging through modern donor-advised funds.

We partner with advisors to launch custom, white-labeled DAF
programs that are fully automated. Together, we engage clients
with purposeful giving without hassle for anyone.

For advisors, this unlocks greater purpose for clients, stronger
client retention, more revenue, and better marketing stories.