We work with employees from the best startups
You’ve got startup equity. Now what?
Track your portfolio and its value while finding the best ways to reduce your tax bill with our calculators.
Explore our calculatorsExercise now or later? Sell on the secondary market or through a tender offer? Compare costs, risks, and potential gains.
Get started. It’s free.Build a plan for home ownership, retirement, your kid’s education, passion projects, or whatever’s important to you.
See how we can helpThink your company's got potential and want a piece of the pie? See how you can exercise without paying out of pocket.
Explore funding optionsEverything you need to get your equity and finances right
Equity Planning
Wealth Management
Financing
Not sure where to start? Reach out, we don't bite.
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.
30,000
Startup employees trust Secfi with equity planning
$48B
In equity value on the platform
100’s
Private 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.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“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.”
“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.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“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.”
“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.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“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.”
“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.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“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.”
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.
