The modern operating system for 1031 professionals.
DeferAlly was built to give qualified intermediaries, family offices, attorneys 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.
And it scales with you — built for the big and the small, from boutique shops to firms running 10,000+ exchanges a year with high-volume automation, multi-entity management and API access.
Will Egwu
Founder & CEO
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.
The origin story is a good one. Will 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 Will did the more interesting thing: instead of competing with Qualified Intermediaries, he built the platform that makes them unbeatable. Living well is the best return.
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
Kaley Hunt
VP of Customer Success
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, attorney 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.
Meet our Account Executive
Alex Thompson is DeferAlly's Account Executive, guiding qualified intermediaries, family offices, attorneys and wealth managers to the right fit for their practice. With a career spent scaling SaaS platforms, Alex knows how to turn a powerful product into real, measurable wins for a firm — mapping DeferAlly to the way each team already works and making the path from first demo to go-live feel effortless. Straight-talking and genuinely consultative, he's the person you want in your corner when you're modernizing your 1031 back office.
Built for professionals
Every workflow is designed around how QIs, family offices, attorneys 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.
A free, white-labeled client portal for every exchange
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.