Introducing Maeve. AI built for your equity.

Try it now
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • 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.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • 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

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • 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.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • 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

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started

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Security

Last updated: January 27, 2025

Security and confidentiality

Our mission at Secfi is to help startup employees and shareholders understand, maximize and unlock the value of their equity. At the heart of this is trust and transparency — you should trust us to keep your data safe. And you should know exactly how we’re doing that. As we describe in our Privacy Policy, we don't collect and use your information for anything other than providing the services we offer. Here is how we protect the data we do collect, and our systems that store that data.

Data encryption

Any data uploaded to Secfi is stored in an encrypted database while at rest. Any time your data is “in transit,” it is encrypted over HTTPS, the industry standard for secure internet transactions. This means we take steps to secure the data you send to and from Secfi, even if your network is not secure, such as when you’re on a public Wi-Fi network.

Access controls

We employ Amazon Cognito, an identity authentication platform, which is designed to ensure our users’ login credentials are protected and secure. Access to our servers is tightly controlled, and we keep audit logs of all issued commands.

Infrastructure and system security

Secfi provides services from ISO27001 and PCI DSS compliant AWS data-centers. We implement the following security measures that are designed to protect our servers from attacks and abuse:

We configure restrictive firewalls and require secure log-in practices in an effort to harden our servers

Our staff is required to encrypt their hard drives, use strong passwords and enable screen locking

We run regular vulnerability scans and use independent auditors for external penetration Tests.

We send you emails only from secfi.com addresses, and we have set up DMARC reject mode to make it hard for bad actors to send phishing emails from our domain.

Credentials and trust

We are a FINRA licensed broker-dealer.

We are an ERA regulated by the Securities and Exchange Commission.

Each of our Equity Strategists has all necessary licenses (SIE, Series 7, and Series 63 licenses from FINRA).

We only work with large institutional investors with a long track record and proven history.

How you can help

Always check the identity of the email sender - we use only @secfi.com domain for our communication. If you receive an email from a different domain address claiming to be Secfi - let us know by forwarding it to "hello@secfi.com", do not respond to that email sender, and let us take it from there.

We will never ask you for your password except when you register for, and/or sign-on to, your account, or when you change your password, on our secfi.com website.

Use a unique password for your account at Secfi. Reusing passwords increases the likelihood of a third party gaining unauthorized access to your account.

Use a password manager to store your unique, long and randomized password. Two of the most popular managers are 1Password and LastPass.

Keep your password confidential and don't share it with anyone else. This decreases the likelihood that the password will get into the hands of a bad actor.

Bug bounty program - Temporarily paused

As part of our work in protecting our customers, partners, assets and good reputation from digital threats, Secfi welcomes security researchers and whitehat hackers to review our public-facing defenses with an objective and professional eye to identify potential vulnerabilities and improve the overall security level of our platform. Please report any vulnerabilities to security@secfi.com. Kindly note that our bug bounty program is temporarily paused while we are preparing for an upcoming pentest. We will update this page once our bug bounty program recommences.