The startup community’s wealth manager
Secfi helps startup professionals with financial planning and investment management, starting with their most precious asset, stock options. Unlike most other wealth managers, we don't require you to be a millionaire in order to get high-quality financial guidance.
First, we’ll nail your stock options
Increase your upside potential
- Stock option exercise planning
- Tax strategies
- Investment education
Next, let's protect and grow your money
We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.
Estate planning, taxes, and insurance
You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.
We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned money.