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The Guide

The long read with everything you need in one place on the topic.

The complete guide to employee stock option taxes

Get started17 min read
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6Sense2 Case studies
Arctic Wolf2 Case studies
Attentive2 Case studies
Betterment2 Case studies
Calendly2 Case studies
Collibra1 Case studies
Databricks2 Case studies
Egnyte2 Case studies
Gusto2 Case studies
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Compare and choose confidently

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Secondary SaleNon-recourse Financing
Covers the cost to exercise
Provides liquidity

Secondary Sale
Covers the cost to exercise
Provides liquidity
Non-recourse Financing
Covers the cost to exercise
Provides liquidity

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Make YOUR OWN EQUITY DECISIONS

Got 5 minutes?

Our Equity Planner guides you through each step as you enter all your details. In under 5 minutes you’ll have a full view of all your equity opportunities — side by side for your own comparison.

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Track your financial assets

Everything in one place

Connect your bank accounts, crypto, public stocks as well as your startup equity and see historical performance and valuation combined into one tool.

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Financing Options

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Get in touch

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How it works

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Comprehensive tax planning

We're equipped to handle the intricate tax situations unique to executives. Including expertise in QSBS and equity sale strategies for tax minimization.

Advice on real estate purchases

Aid in challenges founders face in real estate, from securing mortgages to considering different ownership structures.

Asset protection, insurance & estate

Tailored insurance and estate planning recommendations to secure your financial legacy.

Ongoing equity planning recommendations

Continual guidance on your equity, sales strategy to minimize taxes and advice on optimal structuring of new equity grants.

And much more...

Advanced legacy planning.
Forward-thinking strategies to preserve your wealth for future generations, ensuring a lasting and impactful financial legacy.
Investment Management.
Develop a personalized investment portfolio that complements your risk tolerance and financial objectives, ensuring a balanced approach to wealth growth.
Charitable strategies.
Innovative charitable giving solutions that reflect your values and maximize the impact of your philanthropic efforts.
Angel investing advice & support.
Leverage our knowledge in angel investing to navigate this exciting avenue.

Investment contact form

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All newsletters

Read past issues of Founders & Funders

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Transaction fee

Secondary sale

Get access to our curated network of secondary markets, buyers and other participants.

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Financing

Own your shares² without draining your savings or get liquidity from your shares without selling.

Request a quoteGo to Secfi
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Fee only

Wealth Management

Financial planning and investment management¹ that align your startup stock with your financial goals.

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Go to secfi

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  • Offering

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Don't miss out on our latest news

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Our team of experienced Wealth Management professionals

Get acquainted with our dedicated professionals who bring a wealth of experience and personalized care to every aspect of your financial journey.

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Director, Head of Product and Design
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CEO
Jaime Moreno de los Rios profile image
COO
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Head of Portfolio Management
Testimonials

What our clients say

Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I'd rather tell employees on the day they get their offer that they have a partnership with Secfi to consider after your 12­-month cliff.
Dan Sinner
Chief Customer Officer at Happy Money
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I'd rather tell employees on the day they get their offer that they have a partnership with Secfi to consider after your 12­-month cliff.
Dan Sinner
Chief Customer Officer at Happy Money
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I'd rather tell employees on the day they get their offer that they have a partnership with Secfi to consider after your 12­-month cliff.
Dan Sinner
Chief Customer Officer at Happy Money
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
I'd rather tell employees on the day they get their offer that they have a partnership with Secfi to consider after your 12­-month cliff.
Dan Sinner
Chief Customer Officer at Happy Money
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Really awesome personal approach every step of the way. Great team!
Early employee, Globality

Here's a footnote

What our clients say
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What our clients say
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What our clients say
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What our clients say
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
What our clients say
Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.
Victor
Engineering leader at a pre-IPO startup
As seen in

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Get a plan for your equity

What is an equity plan?

03:39

What is an equity plan?

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As seen in

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CEO/Founder

Deal size

$6.78M

Company valuation

$11.8B

VP

Deal size

$1.3M

Company valuation

$2.6B

CRO

Deal size

$4.5M

Company valuation

$98.34M

Chief Architect

Deal size

$5.1M

Company valuation

$798.34M

COO

Deal size

$12M

Company valuation

$28.9B

CEO/Founder

Deal size

$6.78M

Company valuation

$11.8B

VP

Deal size

$1.3M

Company valuation

$2.6B

CRO

Deal size

$4.5M

Company valuation

$98.34M

Chief Architect

Deal size

$5.1M

Company valuation

$798.34M

COO

Deal size

$12M

Company valuation

$28.9B

CEO/Founder

Deal size

$6.78M

Company valuation

$11.8B

VP

Deal size

$1.3M

Company valuation

$2.6B

CRO

Deal size

$4.5M

Company valuation

$98.34M

Chief Architect

Deal size

$5.1M

Company valuation

$798.34M

COO

Deal size

$12M

Company valuation

$28.9B

CEO/Founder

Deal size

$6.78M

Company valuation

$11.8B

VP

Deal size

$1.3M

Company valuation

$2.6B

CRO

Deal size

$4.5M

Company valuation

$98.34M

Chief Architect

Deal size

$5.1M

Company valuation

$798.34M

COO

Deal size

$12M

Company valuation

$28.9B

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.

It starts with a conversation

If most of your financial assets are tied up in your company stock, you are not alone. No question is too big or small.

Talk to our team
Empower Your Employees

Equity education & planning for employees

We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.

Learn more