Our story

The modern operating system for 1031 professionals.

DeferAlly was built to give qualified intermediaries, family offices and wealth managers a single, modern platform to run every 1031 exchange — replacing the fragmented, paperwork-heavy legacy suites with automated compliance, e-signed documents, escrow tracking and a white-labeled client portal. The result: a back office your team actually enjoys using, and an experience your clients rave about.

Will Egwu, Founder & CEO of DeferAlly

Will Egwu

Founder & CEO

3× FounderPatent Holder

Meet the founder

Will Egwu is a serial entrepreneur driven by a deep sense of fairness and a relentless commitment to solving real problems. As a three-time founder and patent holder, he brings the vision, discipline, and execution that power DeferAlly's mission: to give 1031 professionals a smarter, more modern way to serve their clients.

Meet the co-founder

Chris Smalley is the technical force behind DeferAlly. As Co-Founder & CTO, he architects the secure, bank-grade platform that powers every exchange — from the AI guide and e-signature engine to the compliance tooling trusted by family offices and qualified intermediaries. A builder at heart, Chris is obsessed with turning a famously complex, paperwork-heavy process into something that feels effortless, transparent, and genuinely delightful to use.

Chris Smalley, Co-Founder & CTO of DeferAlly

Chris Smalley

Co-Founder & CTO

Platform ArchitectAI & Security
Kaley Hunt, VP of Customer Success at DeferAlly

Kaley Hunt

VP of Customer Success

10+ Years CSWhite-glove Onboarding

Meet our VP of Customer Success

Kaley Hunt leads Customer Success at DeferAlly. With over ten years as a customer success manager across fintech and professional services, she's onboarded hundreds of teams and turned complex software rollouts into smooth, confident launches. Kaley makes sure every qualified intermediary, family office and wealth manager on DeferAlly is set up to win — from white-glove onboarding and training to ongoing strategic support that keeps their exchanges moving.

Built for professionals

Every workflow is designed around how QIs, family offices and wealth managers actually work.

Built to lead

We keep innovating on the 1031 experience — a modern platform, not a decades-old suite.

Real execution

Vision backed by discipline: a three-time founder and patent holder leading the team.

See DeferAlly in action

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