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We work with employees from the best companies

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THE LEADING EQUITY PLANNING PLATFORM

You’ve got equity. Now what?

Keep track of value and taxes

Track your portfolio and its value while finding the best ways to reduce your tax bill with our calculators.

Explore our calculators
What we offer

Everything you need to get your equity and finances right

Transaction fee

Secondary Sale

Get access to our curated network of secondary markets, buyers and other participants.

Submit your interestLearn more
  • White-glove service
  • Compare multiple offers
  • Leave the complexities to us
Cash advance fee

Financing

Own your shares² without draining your savings or get liquidity from your shares without selling.

Request a quoteLearn more
  • Covers exercise and potential taxes
  • Repay if/when there is an exit
  • No prepayment penalties
Fee only

Wealth Management

Financial planning and investment management¹ that align your startup stock with your financial goals.

Submit your interestLearn more
  • Equity built into your financial plan
  • Access to curated investments
  • Get personalized advice from humans not robots

Not sure where to start? Reach out, we don't bite.

Why Secfi

Built by people like you

  • We put equity first

    Our team has extensive expertise in equity, tax implications, and how it fits into your financial picture.

  • You don’t need millions

    We help you make important equity decisions that can set you up for financial success.

  • Holistic wealth management

    We take a comprehensive view of all your finances, including stock options, to help you save time and money, and grow your wealth.

As seen in
Community trust

45,000

Tech workers trust Secfi with their finances

Equity knowledge

$48B

In equity value on the platform

Investment knowledge

100’s

Companies analyzed and valued

What our clients say

I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
Secfi was one of the only places I could find that could give me accurate calculations on AMT.
Amanda
Early HR employee at pre-IPO startup
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
Secfi was one of the only places I could find that could give me accurate calculations on AMT.
Amanda
Early HR employee at pre-IPO startup
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
Secfi was one of the only places I could find that could give me accurate calculations on AMT.
Amanda
Early HR employee at pre-IPO startup
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
Secfi was one of the only places I could find that could give me accurate calculations on AMT.
Amanda
Early HR employee at pre-IPO startup
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money

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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