About Secfi Wealth
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.
Our approach
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
Financial advice
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.
Investment management
We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned money.
CLIENTS
We work with employees from cutting-edge startups
