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for startup employees

Get equity planning, stock option financing, and wealth management from advisors that know how stock options and equity can help grow your wealth.

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We work with employees from the best startups

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snowflake logo
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ThoughtSpot logo
Cameo logo
Figure logo
aspiration logo
databricks logo
Outreach logo
Gusto logo
Vuori logo
SpaceX logo
intercom logo
snowflake logo
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ThoughtSpot logo
Cameo logo
Figure logo
aspiration logo
databricks logo
Outreach logo
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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.

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How we help startup builders

EQUITY, tax & IPO planning

Work with a financial advisor to align your stock options with your financial goals.

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information about a startup employee's financing request
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.

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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
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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