For Employees

Secfi Liquidity
- Liquidity Solutions For Employees
  Learn about our exercise and liquidity offerings for your options and shares.
- Secondary Sale
  Get cash by selling your options or shares through our network of buyers.
- Non-Recourse Financing
  Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Secfi Wealth
- Financial Advice For Employees
  Learn about our wealth management approach for those with equity.
- Stock Option & Equity Advice
  Get as-needed personalized stock option advice for your employee equity.
- Wealth Management
  Grow your wealth with holistic financial planning and investment management.

For Executives

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.

For Investors

Secfi Asset Management
- Secfi Asset Management Overview
  Comprehensive overview of Secfi's asset management strategies and services.
Offerings
- Diversified Funds
  Invest in late-stage startups through Secfi's expertly managed diversified fund.
- Tailored SMA Vehicles
  Partner with Secfi for customized funds in late-stage private companies.
- Secfi Secondaries
  Connect and invest in private equity of leading startups via Secfi.

Tools

Track
- Portfolio
  Track your assets, including the value of your startup equity, in a single place.
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

Resources

Resources
- Secfi Learn
  Find answers, guides, explanatory videos, and more about your equity and finances.
- Company Case Studies
  Curated content for employees of the best startups
Newsletter
- Founders & Funders
  Weekly newsletter on what's happening in startups, venture capital, public markets, and more

For Employees

Secfi Liquidity
- Liquidity Solutions For Employees
  Learn about our exercise and liquidity offerings for your options and shares.
- Secondary Sale
  Get cash by selling your options or shares through our network of buyers.
- Non-Recourse Financing
  Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Secfi Wealth
- Financial Advice For Employees
  Learn about our wealth management approach for those with equity.
- Stock Option & Equity Advice
  Get as-needed personalized stock option advice for your employee equity.
- Wealth Management
  Grow your wealth with holistic financial planning and investment management.

For Executives

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.

For Investors

Secfi Asset Management
- Secfi Asset Management Overview
  Comprehensive overview of Secfi's asset management strategies and services.
Offerings
- Diversified Funds
  Invest in late-stage startups through Secfi's expertly managed diversified fund.
- Tailored SMA Vehicles
  Partner with Secfi for customized funds in late-stage private companies.
- Secfi Secondaries
  Connect and invest in private equity of leading startups via Secfi.

Tools

Track
- Portfolio
  Track your assets, including the value of your startup equity, in a single place.
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

Resources

Resources
- Secfi Learn
  Find answers, guides, explanatory videos, and more about your equity and finances.
- Company Case Studies
  Curated content for employees of the best startups
Newsletter
- Founders & Funders
  Weekly newsletter on what's happening in startups, venture capital, public markets, and more

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Published:October 6, 2022

Last updated:December 2, 2022

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Secfi Liquidity

Secfi Wealth

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Secfi Wealth

Employee Benefits

Secfi Asset Management

Offerings

Track

Calculate

Resources

Newsletter

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Secfi Wealth

Secfi Liquidity

Secfi Wealth

Employee Benefits

Secfi Asset Management

Offerings

Track

Calculate

Resources

Newsletter

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