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My company is going public or getting acquired

14 articles

Exercising stock options

66 articles

Managing wealth with stock options

40 articles

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Article Tiles (Key Concepts)

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How Secfi's exercise and liquidity financing works

Exercising stock options can be expensive. Or, you may want to get cash for the pre-IPO shares you already own.

When should you hire a financial advisor?

3 reasons why now is not the time to give up on your equity

The Guide

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

The complete guide to employee stock option taxes

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Testing companies

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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
Harness2 Case studies
Ibotta2 Case studies
Illumio2 Case studies
Intercom2 Case studies
LaunchDarkly1 Case studies
Miro1 Case studies
Netskope2 Case studies

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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News & product updates
Ask Secfi
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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Guides

When should you hire a financial advisor?

Your financial advisor will help you not only create a plan for your options, but also map out actions to take in various situations.

Are my stock options worth it?

There is no one-size-fits all strategy, because what’s best for another person may not be what’s right for you and your specific financial situation.

How Secfi's exercise and liquidity financing works

Exercising stock options can be expensive. Or, you may want to get cash for the pre-IPO shares you already own.

What is a strike price?

Your stock option strike price is where it all begins. In this video, we discuss what your strike price means, where it comes from, and how it impacts your overall exercise costs.

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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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Our investors

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Rucker park
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SIG
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Wall Street Journal
Fortune
CNBC

Latest articles

Announcing Secfi's partnership with Secfi

Daffy and Secfi announce partnership to make charitable giving simple for startup employees

Daffy and Secfi announce partnership to make charitable giving simple for startup employees

Startup Workers' Dreams of Big Payouts Are Put On Hold

The Crystal Ball: VCs, private equity investors, and tech founders predict what’s to come in 2023

TechCrunch+ roundup: 2022 stock options report, pivot to SaaS, crypto investor survey

When will IPOs return? The past may hold some clues

Inside Secfi’s 2022 state of stock options equity report

Masonry Articles

Or explore these collections

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All newsletters

Read past issues of Founders & Funders

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$80

B

worth of equity registered on the platform*

46

K

Startup employees trust us for equity planning*

88

%

more likely to stay when equity is understood*

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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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Your information
Your friend's information
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Go to Secfi

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.

Robin Stordeur profile image
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Director, Head of Product and Design
Frederik Mijnhardt profile image
CEO
Jaime Moreno de los Rios profile image
COO
John Morrison profile image
Head of Portfolio Management

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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
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What is an equity plan?

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Vieje Piauwasdy

Senior Director of Equity Strategy
John Morrison, Secfi

John Morrison

CFA®, Head of Portfolio Management
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Natalie Cook

Client & Investor Operations Manager
Robin Stordeur

Robin Stordeur

Director, Head of Product and Design
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Frederik Mijnhardt

CEO
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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
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Advanced legacy planning.

Forward looking strategies to help 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, looking to ensure a balanced approach to wealth growth.

Charitable strategies.

Wide range of charitable giving solutions that reflect your values and maximize the impact of your philanthropic efforts.

Transparent pricing with aligned incentives

All inclusive pricing starting at $1,800/quarter.

Schedule a free intro call

Fee-only advisors.

We believe in transparency and aligned incentives. Our only compensation is the fee we explicitly charge. We receive no commissions or kickbacks.

Fee-only advisors.

We believe in transparency and aligned incentives. Our only compensation is the fee we explicitly charge. We receive no commissions or kickbacks.

Fee-only advisors.

We believe in transparency and aligned incentives. Our only compensation is the fee we explicitly charge. We receive no commissions or kickbacks.

Fee-only advisors.

We believe in transparency and aligned incentives. Our only compensation is the fee we explicitly charge. We receive no commissions or kickbacks.

Frequently Asked Questions