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 calculators
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.
Build a plan for home ownership, retirement, your kid’s education, passion projects, or whatever’s important to you.See how we can help
Everything you need to get your equity and finances right
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.
Startup employees trust Secfi with equity planning
In equity value on the platform
Private 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.