Secfi Wealth Referral ProgramRefer a friend
Invite your friends and colleagues
As thanks for spreading the word about your experiences with Secfi, we'd like to send you a $100 referral reward for those who join Secfi Wealth.
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
Refer a friend
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.
Refer your friends
