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Trusted by employees of some of the best companies

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.

Choose a partner that gets you

We’ve been in your shoes before

Secfi was built with tech professionals in mind. Whether navigating stock options or maximizing equity, we help guide you through every step of your financial journey.

We meet you where you’re at

Whether you’re at a private startup or a public company, we provide personalized strategies that fit your unique needs.

Big opportunities, no big minimums

We believe you don’t need millions to benefit from smart financial planning. We strive to take a holistic approach to your finances, considering stock options and other assets to help you save time, cut costs, and grow your wealth.

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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