We work with employees from the best startups
THE LEADING EQUITY PLANNING PLATFORM
You’ve got startup equity. Now what?
See your full net worth including your stock options, compare exercise and selling strategies, and see how taxes impact your net gains.
How we help startup builders
EQUITY, tax & IPO planning
Work with a financial advisor to align your stock options with your financial goals.
Exercise & Liquidity Financing
Get the cash you need to own your equity, or get cash for your private shares without selling them.
Wealth Management
Grow your money through managed portfolios and exclusive access to private investments.
Why Secfi
Built by startup employees
We put equity first
Our team has deep 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
We know startup EMPLOYEES.
30,000
Startup employees trust Secfi with equity planning
WE KNOW EQUITY.
$48B
In equity value on the platform
WE KNOW STARTUP INVESTING.
100’s
Private companies analyzed and valued
Testimonials
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
