0 result

About Secfi Wealth

The startup community’s wealth manager

Secfi helps startup professionals with financial planning and investment management, starting with their most precious asset, stock options. Unlike most other wealth managers, we don't require you to be a millionaire in order to get high-quality financial guidance.

Our approach

First, we’ll nail your stock options

Increase your upside potential

  • Stock option exercise planning
  • Tax strategies
  • Investment education

Next, let's protect and grow your money


Financial advice

We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.

Estate planning, taxes, and insurance

You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.

Investment management

We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned money.


We work with employees from cutting-edge startups

We hope to meet you

  • What are my stock options worth and should I exercise or sell them?
  • If so, when?
  • How can I reduce the tax impact of buying or selling stock options?