Phil DAF Platform differentiates through embedded white-label architecture, pre-built UI components, and a robust REST API.

The platform supports multiple custodians and separately managed accounts for every donor with individualized investment strategies including alternative investments.

Phil DAF Platform was launched in 2025 as part of Phil Administration Inc., founded by Jeffrey Conn who previously led Fusion Laboratories LLC (d.b.a. NPact).

The platform was built to provide white-labeled donor-advised fund infrastructure for wealth management firms, private banks, and RIAs seeking to embed charitable giving capabilities.

The donor-advised fund market manages over $326 billion and is growing at roughly 18 percent per year.

Phil DAF Platform targets this growth by enabling private banks, digital wealth platforms, and RIAs to offer DAFs directly through embedded infrastructure.

Phil DAF Platform pricing is tailored to enterprise wealth platforms, structured as a SaaS subscription based on assets under management or number of donor accounts.

Exact pricing is provided through personalized consultations with the company offering walkthroughs of the platform and integration process for interested wealth firms.

Phil DAF Platform provides a comprehensive REST API that enables partner platforms to offer donor-advised fund capabilities to their users with a simple integration flow.

The API supports endpoints for users, funds, holdings, fund history, investments, grants, statements, and webhooks. It includes API key authentication, secure token handling, and compliance with financial data protection standards.