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Phil

1 known investors

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Phil provides donor-advised fund (DAF) infrastructure that financial institutions embed in their platforms, offering multi-custodian support, separately managed accounts, automated grantmaking with ACH payments, and a white-labeled donor and advisor portal. It serves private banks, wealth desks, digital wealth platforms, RIAs, and family offices seeking to add charitable giving for high-net-worth clients.

Founders & leadership

JC
Jeff ConnFounder

Investors · 1

Frequently asked questions

What does Phil do?
Phil provides donor-advised fund (DAF) infrastructure that financial institutions embed in their platforms, offering multi-custodian support, separately managed accounts, automated grantmaking with ACH payments, and a white-labeled donor and advisor portal. It serves private banks, wealth desks, digital wealth platforms, RIAs, and family offices seeking to add charitable giving for high-net-worth clients.
Who founded Phil?
Phil was founded by Jeff Conn.
Who are Phil's investors?
Phil's investors include StartX.