Introducing Maeve. AI built for your equity.

Try it now
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started

0 result

Things are just different when you have equity

Secfi delivers liquidity and wealth management services to help founders, executives and employees of innovative companies achieve their financial goals.

Get started

Trusted by employees of some of the best companies

Maeve

Your AI-powered equity guide

Calculate exercise costs

Determine your costs to exercise - including tax costs for your situation

Learn more

Understand and calculate AMT

Calculate how many options you can exercise tax free.

Learn more

Evaluate exercising now vs waiting?

Decide on when’s the right time for your unique situation to exercise your options

Learn more

Calculate exercise costs

Determine your costs to exercise - including tax costs for your situation

Learn more

Understand and calculate AMT

Calculate how many options you can exercise tax free.

Learn more

Evaluate exercising now vs waiting?

Decide on when’s the right time for your unique situation to exercise your options

Learn more

Calculate exercise costs

Determine your costs to exercise - including tax costs for your situation

Learn more
Try out MaeveSecondary button

You need solutions built for your unique needs

Secfi Liquidity

Liquidity for your pre-IPO shares and options

Ready to turn your equity into cash? Our flexible liquidity products help you unlock the value of your pre-IPO shares while looking to optimizing for taxes and long-term gains, so you get to keep more of your hard-earned money.

Learn more
  • Secondary Sale
  • Non-recourse Financing
Secfi Wealth

Financial planning and investment management

Get personalized financial planning and guidance from experienced advisors. Whether you work at a private startup or a public company, our tailored strategies can help you grow and protect your wealth with confidence.

Learn more

Your financial peace of mind is our priority

  • A financial plan aligned with your needs and values
  • A flexible, iterative approach
  • A portfolio built just for you

Leave the calculations to us

Equity and tax planning can be overwhelming. Our tools do the heavy lifting so you can focus on what matters.

Choose a partner that gets you

We’ve been in your shoes before

Secfi was built with tech professionals in mind. Whether navigating stock options or maximizing equity, we help guide you through every step of your financial journey.

We meet you where you’re at

Whether you’re at a private startup or a public company, we provide personalized strategies that fit your unique needs.

Big opportunities, no big minimums

We believe you don’t need millions to benefit from smart financial planning. We strive to take a holistic approach to your finances, considering stock options and other assets to help you save time, cut costs, and grow your wealth.

What our clients are saying

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.

We love this stuff so much we write about it every month

Secfi Learn

Our collection of educational content

  • Why we built Maeve
  • What is the $100k rule? A guide to the ISO/NSO split
  • What is a 409A valuation, and how does it affect stock options?
  • The Importance of Real Estate
  • Anatomy of an IPO
  • What decisions do I need to make when my company goes public?
Founders & Funders

Subscribe to our newsletter

Join 30k+ people getting insights on what's happening in startups, venture capital, public markets, and more.

​
Phone mockup showing Secfi newsletter