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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.

September 23, 2022

When should you hire a financial advisor?

November 28, 2022

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

November 29, 2022

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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

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Secondary SaleNon-recourse Financing

Covers the cost to exercise

Provides liquidity

Submit a request

Secondary Sale

Covers the cost to exercise

Provides liquidity

Submit a request

Non-recourse Financing

Covers the cost to exercise

Provides liquidity

Submit a request

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Make YOUR OWN EQUITY DECISIONS

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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

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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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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.

November 28, 2022

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.

November 10, 2022

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.

September 23, 2022

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.

September 23, 2022

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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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Latest articles

Announcing Secfi's partnership with Secfi

October 24, 2023

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

March 28, 2023

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

March 28, 2023

Startup Workers' Dreams of Big Payouts Are Put On Hold

February 20, 2023

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

February 7, 2023

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

February 7, 2023

When will IPOs return? The past may hold some clues

February 5, 2023

Inside Secfi’s 2022 state of stock options equity report

January 12, 2023

Masonry Articles

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Financing

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

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Wealth Management

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

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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

CEO

COO

Head of Portfolio Management

“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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