We combine years in financial services with modern software to bring the 1031 exchange industry into the present.
DeferAlly was founded by a team with deep roots in banking and technology. We spent our careers watching how money moves through regulated institutions, and building the software that powers modern businesses. When we looked at the 1031 exchange space, we saw an industry still running on paperwork, phone calls and decades-old systems.
So we built the platform we wished existed. It gives qualified intermediaries, family offices, attorneys and wealth managers a single, modern home for every exchange, from boutique practices to firms running 10,000+ exchanges a year.
The origin story is a good one. We pitched a bold idea, a $0-fee 1031 exchange, to a well-funded founder who went quiet… right before a suspiciously similar "deferred" startup appeared. Calls unreturned, emails unanswered. So we did the more interesting thing: instead of competing with Qualified Intermediaries, we built the platform that makes them unbeatable. Living well is the best return.
Years inside banking taught us how escrowed funds should be held, reconciled and reported, and why every dollar of interest belongs in the conversation.
We've built and scaled software platforms. We know automation, secure infrastructure and great design can remove hours of manual work.
Regulated environments shaped how we build: audit trails, access controls and deadline safeguards come standard, not as afterthoughts.
Your clients get a branded portal to track status, deadlines, documents and e-signatures in real time, included with every plan at no cost to them.