Equity education and financing for startup employees

say equity is important when joining a startup

want equity education*

state equity education as a reason to join*

EMPLOYEE EDUCATION

We explain the details of equity compensation, clarify the tax consequences of various equity milestones, and make sure your employees understand your company’s specific option plan.

EQUITY PLANNING TOOLS

Your employees get access to equity planning tools that integrate personalized grant details and your company’s latest equity information to help them make informed decisions.

PERSONALIZED GUIDANCE

Our Equity Strategists work directly with your team to answer questions about their stock options, taxes, and more.

EXERCISE FINANCING

We provide financing that covers the full cost of exercising stock options, doesn't put personal assets at risk, and allows employees to retain full ownership of shares.

Trusted by employees from leading startups

Financing

Why a Happy Money executive financed his equity with Secfi, then introduced it to the entire company:

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.

Read customer story

Dan Sinner

Chief Customer Officer at Happy Money

Financing

When we asked our employees about one of the most meaningful financial wellness benefits we could offer, they asked us to help them understand and own their stock options ahead of important events like funding rounds so they know the implications and full cost of exercising their options.

TJ Milani, Chief Financial Officer

Get in touch

Employees retain full ownership of shares
No change to capitalization table
No need to pay back until an exit
No impact on 409A valuation

Secfi Liquidity

Secfi Wealth

Secfi Liquidity

Secfi Wealth

Employee Benefits

Secfi Asset Management

Offerings

Resources

Newsletter

Secfi Liquidity

Secfi Wealth

Secfi Liquidity

Secfi Wealth

Employee Benefits

Secfi Asset Management

Offerings

Resources

Newsletter

Your go-to partner for equity education and planning

Make your employees’ equity worth it

Get in touch

Make your employees’ equity worth it

Get in touch