Giv360 Technologies

Giv360 Technologies

Giv360 Technologies, LLC registered with the SEC as an investment adviser in 2022, anchoring its strategy on a technology platform designed to facilitate tax-efficient charitable giving. The firm's Form ADV filing describes a digital infrastructure that connects donor-advised fund administration with portfolio management, aiming to capture advisory fees from assets directed toward philanthropic vehicles. No founding principals are publicly named in regulatory filings. The firm's disclosed strategy centers on wealth management services coupled with a proprietary charitable planning interface. Public filings indicate the adviser charges asset-based fees for portfolio construction and ongoing management, with the giving platform serving as both a client-acquisition channel and a service differentiator. The firm has not publicly disclosed specific portfolio holdings, fund structures, or co-investment vehicles. Its Form ADV reports no discretionary assets under management as of its initial filing, nor does it list any private fund vehicles. Giv360 lists no additional offices or affiliated entities in public records. The firm's regulatory profile remains minimal — no reported disciplinary history, no disclosed branch locations, and no named supervised persons beyond the required compliance contact in initial ADV filings. The entity's filings suggest a nascent operating model focused on retail advisory accounts rather than institutional capital deployment. Giv360's structural distinction lies in combining a registered investment adviser with a proprietary charitable-giving technology, a configuration that differs from both fintech platforms operating outside RIA regulation and traditional wealth managers adding philanthropic services as a peripheral offering. Whether the firm has moved beyond the initial regulatory registration to active client operations remains unclear from public filings.