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Secfi Liquidity
- Full-Service Liquidity Solutions
  Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Secfi Wealth
- Full-Service Wealth Management
  Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Employee Benefits
- Financing For Your Teams
  Learn about our equity solutions to support and empower your team.
- Equity Education For Your Teams
  Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

Calculate
- AMT Calculator
  Exercise incentive stock options without paying the alternative minimum tax.
- Equity Planner
  Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
- Exercise Timing Planner
  Decide whether to exercise your stock options now or later.
- Stock Options Tax Calculator
  Calculate the costs to exercise your stock options - including taxes.
- Stock Option Exit Calculator
  See what your stock options could be worth.
- Equity Compensation Calculator
  Confidently negotiate your equity compensation
Insights
- Private Market Insights
  Value your pre-IPO stock with private market data

Login Get started

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Learn

Prepare for the Wiz IPO

John Morrison, CFA®

Last updated: August 23, 2024

Webinar recording

Prepare for the Wiz IPO

00:00

Prepare for the Wiz IPO

Financial advice for the tech world

Get personalized financial advice and investment management that starts with your equity and continues with your financial goals.

Learn more about Secfi Wealth

An exclusive live session for Wiz employees.

With Wiz in the headlines lately, you may be thinking about your equity. At Secfi Wealth, we work closely with private company employees and understand the unique challenges and opportunities that come with equity compensation, especially when your company is approaching an exit. This webinar is designed to help you navigate this crucial transition.

In this session you’ll learn:

Equity compensation basics
Tax implications of different exercise/sale strategies
Strategies for balancing risk and potential financial gain
Key considerations to protect and grow your wealth going forward

John Morrison, CFA®

Chief Investment Officer

John is the Chief Investment Officer (CIO) at Secfi. An expert in portfolio construction and investments, he helps individuals maximize returns and control risks unique to their situation.