Introducing Maeve. AI built for your equity.

Try it now
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.

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
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • 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

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

MaeveNEW
LoginGet started
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.

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
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • 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

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

MaeveNEW
LoginGet started

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Secfi Liquidity

Get liquidity for your pre-IPO shares and options

Submit a request

We've helped employees from leading companies

Stop waiting for your company to go public

Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home
Retire early
Have your dream wedding
Optimize your taxes
Make a career move
Travel the world
Buy an investment property
Take a sabbatical
Buy a home

Sell or retain ownership, choose what’s best for you

Secondary Sale

Sell your shares with access to our network of secondary markets, buyers, and other participants.

  • Diversify your portfolio
  • Get liquidity for a financial need
  • Receive help throughout the entire process
Learn more

Non-recourse Financing

Tailored financing solutions to help you exercise your stock options or get liquidity now.

  • Retain ownership and potential future upside
  • Avoid the risk of a personal loan
  • Manage your taxes efficiently
Learn more

What our clients are saying

Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.

We are your liquidity partner

Submit a request

Transparent costs

We believe in transparency. We’ll clearly outline potential outcomes, fees and the long-term impact of your decision.

Registered broker

We are an SEC-registered broker-dealer and member of FINRA / SIPC.

Personalized service

Our team of experienced equity strategists will take the time to understand your situation and offer suitable solutions.
Our Team

Here's who you'll work with

Vieje - Senior Director, Secfi Liquidity

Vieje Piauwasdy

Senior Director
Natalie - Senior Manager, Secfi Liquidity

Natalie Cook

Senior Manager
John Klingler

John Klingler

Director

Here's what people are asking

How does Secfi make money?

Secfi generates revenue through fees associated with our services:

  • Financing: 5% platform fee, an Advance Rate (similar to interest) , and Equity Share (based on your stock’s exit value). Specific rates depend on your company and stock options.
  • Secondaries: 5% transaction fee for brokering the deal and supporting you throughout the process.
Read more

Which product is right for me - Financing or Secondaries?

It depends on several factors, such as your desire to retain share ownership, the availability of a secondaries market for your company shares, company policies on transfers, and whether you need funds to exercise your options or are just looking for liquidity. If unsure, our equity strategists can help you decide.

What are the eligibility requirements?

Anyone can submit a request, but we typically work with later-stage companies. Ideally, you hold equity in a company expected to exit within a few years., with $150M+ ARR, and $1B+ valuation. We encourage you to submit a request so our team can review your eligibility.

Secfi Wealth

Help secure your financial future

Discover how Secfi's Wealth Management services can help optimize your financial future. Our team provides personalized financial planning, investment strategies, and ongoing support to help you achieve your long-term financial goals.

Learn more
Overview of a portfolio