Secfi is the pre-wealth advisor for startup employees. Figuring out what to do with your equity-based compensation is complicated and expensive and is therefore ignored and neglected. Secfi makes handling startup equity compensation simple and affordable. We build technology that helps employees make the right decisions for their equity compensation. By addressing their biggest concerns they can spend time on things they love doing most.

Advisors that understand both you and your company.
Making an educated decision for your equity requires a deep understanding of venture capital, stock valuation, forecasting, and risk & reward analysis.

Review our products and see how they can help you.

• Tax & equity intelligence
  Our tax forecasting tools can help make data-driven decisions by comparing different strategies.
• Options exercise financing
  Exercising stock options can be complicated and expensive. We do our best to make it simple and affordable.
• Shareholder financing
  Whether you are looking to buy that dream house or diversify a concentrated stock position, we believe our tailored financing solutions can help.