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secfi wealth

The startup community’s wealth manager

We help startup employees and founders with financial planning and investment management, starting with your most precious asset, your equity.

Meet with an advisor
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Brought to you by the leader in equity planning

30K

Startup employees trust Secfi with equity planning*

100’s

Private companies analyzed and valued*

$48B

In equity value on Secfi’s platform*
SECFI ADVISORY

Equity-focused financial planning

Get a plan for what to do with your stock options and taxes.

Our financial advisors guide you through your company’s IPO or acquisition.

We’ll help you build a plan for home ownership, your kid’s education, passion projects, and other important goals.

Plus, we can help prepare and file your taxes.

Startup employee sitting on white block smiling.
Startup employee typing on laptop.
Secfi invest

Professionally guided investment management

As a startup employee or founder, you likely took a chance and worked hard to build something great. But, when it comes to managing your money — you shouldn’t leave it up to chance.

We work with you to build a portfolio to protect and grow your money at pace with your financial goals, through a systematic approach to investing. You may also get exclusive access to private market investments.

Personal approach and ongoing advice

  • 1

    Review your financials, including your private equity, and set future goals.

  • 2

    Build a detailed equity plan and optimize for minimizing taxes.

  • 3

    Create a financial plan and identify ways to improve financial outcomes.

  • 4

    Review investments, understand Secfi’s investment approach, and implement portfolio strategy.

  • 5

    Ongoing investment performance review, as well as tax and estate planning.

  • 6

    Prepare and file your annual taxes.

Client pledge

Our promise to you

What our clients say
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client
What our clients say
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
What our clients say
Really awesome personal approach every step of the way. Great team!
Early employee, Globality

Meet your advisor

  • Equity and Tax Planning
  • IPO and Liquidity Planning
  • Financial Planning
  • Investment Management
Secfi financial advisor smiling.
  • Equity and Tax Planning
  • IPO and Liquidity Planning
  • Financial Planning
  • Investment Management