Charitable Giving / DAF Services for Wealth Advisors
B2B fintech company (UI Charitable Advisors) providing donor-advised fund (DAF) services to independent wealth managers. Manages $350M AUM with team of 12, charging 0.6% fee. Accepts complex assets like real estate, crypto, and art. White-labels charitable giving infrastructure so wealth advisors can offer philanthropy services to their clients.
Startup Budget
$50K – $500K
Difficulty
Advanced
Business Type
Hybrid
Location
Anywhere
Time Commitment
Full-time
Revenue Potential
$1M-$5M/year
Skills Needed
Watch the Full Breakdown
Watch on YouTube — Chris Koerner
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