Insights

Strong 1031 Niche Banker Exchange focuses on 1031 tax-deferred exchanges, signaling a high-potential cross-sell to real estate investors, CPAs, and financial advisors who manage investment properties and seek tax-efficient strategies.

Executive Leadership Recent appointment of Steve Chacon as President creates a talking point for engaging the leadership team in strategic partnerships, advisory services, and co-marketing with estate planning and tax professionals.

Sizable Revenue Revenue in the 10 to 25 million range indicates an established mid-market firm with appetite for scaled services, premium support, compliance enhancements, and enterprise-grade solutions.

Trust and Compliance Full bonding and insurance, thousands of transactions, and tax deferral success stories position Banker Exchange as a credible partner for larger clients seeking reliability, fiduciary oversight, and risk management.

Tech and Growth Existing tech stack and analytics footprint (MySQL, Google Analytics, etc.) suggest opportunities to upsell advanced analytics, reporting portals, and secure client dashboards to improve transparency and efficiency.

Similar companies to Banker Exchange, LLC

Banker Exchange, LLC Tech Stack

Banker Exchange, LLC uses 8 technology products and services including CookieYes, Infinite Scroll, Microsoft Office, and more. Explore Banker Exchange, LLC's tech stack below.

  • CookieYes
    Cookie Compliance
  • Infinite Scroll
    Javascript Libraries
  • Microsoft Office
    Office Suites
  • Priority Hints
    Performance
  • Google Search Console
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Gravity Forms
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Banker Exchange, LLC's Email Address Formats

Banker Exchange, LLC uses at least 1 format(s):
Banker Exchange, LLC Email FormatsExamplePercentage
First.Last@bankers1031.comJohn.Doe@bankers1031.com
86%
FLast@bankers1031.comJDoe@bankers1031.com
7%
Last@bankers1031.comDoe@bankers1031.com
7%

Frequently Asked Questions

What is Banker Exchange, LLC's phone number?

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You can contact Banker Exchange, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Banker Exchange, LLC's official website and social media links?

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Banker Exchange, LLC's official website is bankers1031.com and has social profiles on LinkedIn.

How much revenue does Banker Exchange, LLC generate?

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As of August 2026, Banker Exchange, LLC's annual revenue is estimated to be $10M - $25M.

What is Banker Exchange, LLC's SIC code NAICS code?

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Banker Exchange, LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Banker Exchange, LLC have currently?

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As of August 2026, Banker Exchange, LLC has approximately 18 employees across 2 continents, including North AmericaAfrica. Key team members include Marketing Director: A. C.Certified Exchange Specialist: J. K.In-House Legal Counsel: K. S.. Explore Banker Exchange, LLC's employee directory with LeadIQ.

What industry does Banker Exchange, LLC belong to?

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Banker Exchange, LLC operates in the Financial Services industry.

What technology does Banker Exchange, LLC use?

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Banker Exchange, LLC's tech stack includes CookieYesInfinite ScrollMicrosoft OfficePriority HintsGoogle Search ConsoleAdobe FontsGravity FormsApache HTTP Server.

What is Banker Exchange, LLC's email format?

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Banker Exchange, LLC's email format typically follows the pattern of First.Last@bankers1031.com. Find more Banker Exchange, LLC email formats with LeadIQ.

When was Banker Exchange, LLC founded?

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Banker Exchange, LLC was founded in 1992.
Banker Exchange, LLC logo

Banker Exchange, LLC

Financial ServicesSouth Carolina, United States11-50 Employees

Banker Exchange, LLC operates as a financial services provider that serves as a Qualified Intermediary for Section 1031 tax-deferred exchanges. With more than 30 years of experience, it offers full-service exchange solutions under Section 1031 of the Internal Revenue Code to help clients defer taxes on real estate transactions. The firm emphasizes asset protection and professional guidance in complex exchanges and is fully bonded and insured, having supported thousands of transactions.

Based in Greenville, South Carolina, the company serves clients seeking compliant intermediary services for 1031 exchanges within the financial services industry. In January 2026, Banker Exchange announced the appointment of Steve Chacon as President, indicating a leadership update for the firm.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Banker Exchange, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Banker Exchange, LLC's revenue is estimated to be in the range of $10M - $25M

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