Giv360 Technologies

Giv360 Technologies registered with the SEC as an investment adviser in 2022, offering wealth management services integrated with a proprietary charitable-giving technology platform. The firm's model aims to streamline donor-advised fund administration and tax-efficient philanthropic planning alongside portfolio management. Details about active client operations or assets under management have not been publicly disclosed.

No. Giv360 Technologies is structured as an SEC-registered investment adviser, not a family office. Its 2022 Form ADV filing does not indicate it qualifies for the single-family office exemption under the Investment Advisers Act of 1940. The entity appears designed to serve external clients through a technology-forward advisory model.

Giv360's regulatory filings describe a platform that facilitates charitable giving, but the firm has not publicly confirmed whether it sponsors donor-advised funds directly or partners with existing DAF sponsors. The advisory structure suggests the firm charges fees on assets managed within the platform rather than operating the charitable vehicles itself.

No founding principals are identified in Giv360's publicly available SEC filings or website. The firm's initial Form ADV, filed in 2022, lists only the required compliance contact and does not disclose individual owners, executive officers, or control persons in a manner that reveals the founding team.

Giv360 reported no discretionary assets under management in its initial SEC filings. The firm did not list any private fund vehicles or disclose external capital commitments. As a newly registered adviser, its regulatory profile reflects a pre-revenue or early-stage operational posture.