Equity explained — Secfi

Secfi Liquidity
- Full-Service Liquidity Solutions
  Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Secfi Wealth
- Full-Service Wealth Management
  Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Employee Benefits
- Financing For Your Teams
  Learn about our equity solutions to support and empower your team.
- Equity Education For Your Teams
  Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

Calculate
- AMT Calculator
  Exercise incentive stock options without paying the alternative minimum tax.
- Equity Planner
  Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
- Exercise Timing Planner
  Decide whether to exercise your stock options now or later.
- Stock Options Tax Calculator
  Calculate the costs to exercise your stock options - including taxes.
- Stock Option Exit Calculator
  See what your stock options could be worth.
- Equity Compensation Calculator
  Confidently negotiate your equity compensation
Insights
- Private Market Insights
  Value your pre-IPO stock with private market data

Login Get started

Secfi Liquidity
- Full-Service Liquidity Solutions
  Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Secfi Wealth
- Full-Service Wealth Management
  Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Employee Benefits
- Financing For Your Teams
  Learn about our equity solutions to support and empower your team.
- Equity Education For Your Teams
  Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

Calculate
- AMT Calculator
  Exercise incentive stock options without paying the alternative minimum tax.
- Equity Planner
  Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
- Exercise Timing Planner
  Decide whether to exercise your stock options now or later.
- Stock Options Tax Calculator
  Calculate the costs to exercise your stock options - including taxes.
- Stock Option Exit Calculator
  See what your stock options could be worth.
- Equity Compensation Calculator
  Confidently negotiate your equity compensation
Insights
- Private Market Insights
  Value your pre-IPO stock with private market data

Login Get started

0 result

Starting a new job with stock options

Exercising stock options

My company is going public or getting acquired

Stock option tax planning

Managing wealth with stock options

Selling pre-IPO company equity

Company case studies

Gain new perspectives on the best startups

Carefully crafted equity case studies on the best startups and their valuations

Arctic Wolf2 Case studies

Betterment2 Case studies

Databricks2 Case studies

Egnyte2 Case studies

Flock Safety1 Case studies

Gusto4 Case studies

Illumio2 Case studies

Intercom2 Case studies

ROKT3 Case studies

Reddit4 Case studies

Rubrik1 Case studies

SeatGeek2 Case studies

ServiceTitan6 Case studies

Turo2 Case studies

Upgrade2 Case studies

SEARCH FOR SPECIFICS

Can't find what you're looking for?