Things are just different when you have equity
Secfi delivers personalized liquidity and wealth management services to help employees and shareholders of startups and public companies achieve their financial goals.
Get startedTrusted by employees of some of the best companies
Built to account for your unique needs
Financial planning and investment management
Experience personalized financial planning with transparent costs and guidance from a registered broker. Whether you work at a private startup or a public company, our tailored strategies can help you grow and protect your wealth with confidence.
Your financial peace of mind is our priority
- A financial plan aligned with your needs and values
- A flexible approach designed around your needs
- A portfolio built just for you
Your Equity, Made Simple
Leverage our suite of tools to make informed decisions about your stock options—quickly, confidently, and with clarity.
Built for people like you
We put equity first
We Understand Tech Professionals
Tailored Solutions for Every Stage
Big Opportunities, No Big Minimums
What our clients say
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
Knowledge is Power
Our collection of educational content
- What is the alternative minimum tax (AMT)?
- What is the 83(b) election – and when should you file it?
- Leaving your company? Here's what to do with your stock options
- When should you hire a financial advisor?
- Here's how to get the most out of your pre-IPO stock options
- The new startup benefit: Equity education
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