Things are just different when you have equity
Secfi delivers liquidity and wealth management services to help employees and shareholders of innovative companies achieve their financial goals.
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Financial planning and investment management
Get personalized financial planning and guidance from experienced advisors. Whether you work at a private startup or a public company, our tailored strategies can help you grow and protect your wealth with confidence.
Your financial peace of mind is our priority
- A financial plan aligned with your needs and values
- A flexible, iterative approach
- A portfolio built just for you
Leave the calculations to us
Equity and tax planning can be overwhelming. Our tools do the heavy lifting so you can focus on what matters.
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What our clients are saying
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
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Our collection of educational content
- What is the alternative minimum tax (AMT)?
- What is the 83(b) election – and when should you file it?
- Should You Exercise Your Vested Stock Options After Leaving Your Company?
- When should you hire a financial advisor?
- Maximizing Your Employee Stock Options for Long-Term Gains: ISOs, NSOs, and IPO Strategies
- The new startup benefit: Equity education
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