Get up to $500 for bringing your friends to Secfi
Just send us your friend's name, email address and company name - and we’ll do the rest
How it works
You can refer as many friends or colleagues as you want to Secfi, simply send us their full name, company name, and email address below.
Your friend signs up to be a Secfi Wealth client.
After your friend signs all paperwork and is onboarded to Secfi Wealth you'll receive a $100 gift card. You can earn up to $500 in gift cards per calendar year.
Because we value long-term relationships, you'll receive another $100 gift card when your friend celebrates one year as a Secfi Wealth client.