0 result

for tech professionals

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

Get started
female startup employee in a white jumper sitting with her arms crossed on her lap
image showing how much it might cost to exercise your options
text which reads approaching an ipo?
stone pattern background

We work with employees from the best companies

The leading equity planning platform

You’ve got equity. Now what?

Make a plan for your equity

Exercise now or later? Sell on the secondary market or through a tender offer? Compare costs, risks, and potential gains.

Get started. It’s free.
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.

¹ Offered by Secfi Advisory Limited, an SEC-registered investment adviser. See our Form CRS for more info.
² Offered by Secfi Securities, LLC, an SEC-registered broker-dealer and Member FINRA / SIPC. See our Form CRS for more info.

Free tools & Calculators

Tax calculators for tech professionals

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

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.

Know your options