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Know your options. Own your options.

We help startup employees get the expertise, planning, and cash to own their stock options with confidence.

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20K+

Trust Secfi for equity planning*

95%

Clients recommend Secfi*

80%

U.S. unicorns have employees who've worked with Secfi*

Understand your equity

We help our startup peers get their equity right

Get a clear picture of how many stock options you have, their current value, and how much they could be worth.

Understand your options

For startup employees

Exercise before an exit

Cover your exercise costs and potentially lower your taxes in the process, meaning you could keep more of your future gain.

Exercise your options

Access liquidity

Get liquidity from your private shares to use for other financial priorities without selling them or losing upside potential.

Get liquidity
For startups

Your go-to partner for employee education and financing

Executives from leading startups count on us to bring equity expertise, education, and financing to their employees.

Secfi for Startups
We work with employees from the best and brightest startups
WHAT OUR CLIENTS SAY
I knew if I made the right decisions about my stock options, it meant building wealth for me and my family... but it meant putting in money somewhere that I wasn’t going to see a return for, potentially a long time. And so that non-recourse financing option was really important.
Amanda
Early HR employee at a high growth, pre-IPO startup
What our clients say
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 our clients say
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
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It's easy to get started

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  • Tools to help you understand your equity
  • Personalized 1:1 guidance from equity strategists
  • Make the most of your equity with a loan or financing
  • Flexible payment schedules to match your goals
  • Tools to help you understand your equity
  • Personalized 1:1 guidance from equity strategists
  • Make the most of your equity with a loan or financing
  • Flexible payment schedules to match your goals

© Secfi 2022 — All rights reserved. Secfi refers to Secfi, Inc. and its affiliates. Secfi, Inc. is a technology company offering a range of financial products and services through its wholly-owned, separate but affiliated subsidiaries, Secfi Advisory Limited and Secfi Limited (each, an “Adviser” and collectively, the “Advisers”) and Secfi Securities, LLC (an SEC-registered broker-dealer).

Secfi Advisory Limited and Secfi Limited are regulated by the Securities and Exchange Commission as exempt reporting advisers, providing non-discretionary investment advice to private funds. Specifically, each Adviser serves as a non-discretionary sub-adviser to certain pooled investment vehicles (each, a "Fund") managed by a third-party manager (the "Fund Manager"). Each Fund has been or will be formed by the Fund Manager for various purposes, including but not limited to, acquiring exposure to the stock ("Shares") of late-stage and growth-stage private technology companies ("Companies") held by the employees of such companies who are seeking liquidity ("Shareholders"). The Advisers provide investment management services to the Funds on a non-discretionary basis solely with respect to the recommendation of certain Personal Securities Contracts in order to facilitate each Fund’s desired exposure to the relevant Companies. Such advisory services performed by each Adviser are limited exclusively to recommending, arranging and negotiating Personal Securities Contracts on behalf of each Fund. The Advisers do not have discretion to make investments on behalf of a Fund save for recommending Personal Securities Contracts consistent with the general strategy and investment guidelines of a particular Fund. Accordingly, the Funds are the Advisers’ clients; Shareholders are not customers or clients of the Advisers. The Advisers do not provide any type of investment, securities, tax, or brokerage advice or services to the Shareholders in any capacity. Additional information can be found in the Secfi Securities Regulation Best Interest FAQs here.

Personal Securities Contracts are brokered by Secfi Securities, LLC, member FINRA / SIPC and you are encouraged to read our Customer Relationship Summary. As used herein, "non-recourse" means that a Shareholder is not personally liable for the difference between the value of the advance made to Shareholder and the value of their applicable equity upon an issuer liquidity event, or absence of such event. Terms and conditions apply as detailed in each Personal Securities Contract.

Secfi Inc is not a bank and certain banking services are provided by Blue Ridge Bank, N.A., Member FDIC. Investment products are not FDIC-insured, not guaranteed by any bank, and may lose value.

This information is provided by Secfi for educational and illustrative purposes only and is not considered an offer, solicitation of an offer, advice, or recommendation to buy, sell, or hold any security. All investing involves risk, including the risk of losing the money you invest, and past performance does not guarantee future performance. As private securities, Personal Securities Contracts are highly speculative, may be less liquid than public securities, and you should discuss the objectives and risks with your investment, tax, and legal advisors before investing.

Secfi relies on information from various sources believed to be reliable, including information from its customers, but cannot guarantee the accuracy or completeness of that information.

*Based on Secfi.com sign-ups, equity value on Secfi’s platform, revenue and client NPS as of December, 2021). Secfi is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners. Images representing Secfi's products and tools are for illustrative purposes only. Testimonials were given by clients of Secfi, Inc. There is no guarantee that clients will have similar experiences or success. The material presented is not investment or tax advice. Always consult with your investment, tax, and legal advisors before making important financial decisions.