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401(k) - Charles Schwab

401(k)

Charles Schwab

Connected
Savings - Chase Bank

Savings

Chase Bank

Connected
Brokerage - Robinhood

Brokerage

Robinhood

Connected
529 - Fidelity

529

Fidelity

Connected
Crypto - Coinbase

Crypto

Coinbase

Connected
Roth IRA - Betterment

Roth IRA

Betterment

Connected
Equity - Databricks

Equity

Databricks

Connected
401(k) - Charles Schwab

401(k)

Charles Schwab

Connected
Savings - Chase Bank

Savings

Chase Bank

Connected
Brokerage - Robinhood

Brokerage

Robinhood

Connected
529 - Fidelity

529

Fidelity

Connected
Crypto - Coinbase

Crypto

Coinbase

Connected
Roth IRA - Betterment

Roth IRA

Betterment

Connected
Equity - Databricks

Equity

Databricks

Connected
401(k) - Charles Schwab

401(k)

Charles Schwab

Connected
Savings - Chase Bank

Savings

Chase Bank

Connected
Brokerage - Robinhood

Brokerage

Robinhood

Connected
529 - Fidelity

529

Fidelity

Connected
Crypto - Coinbase

Crypto

Coinbase

Connected
Roth IRA - Betterment

Roth IRA

Betterment

Connected
Equity - Databricks

Equity

Databricks

Connected
401(k) - Charles Schwab

401(k)

Charles Schwab

Connected
Savings - Chase Bank

Savings

Chase Bank

Connected
Brokerage - Robinhood

Brokerage

Robinhood

Connected
529 - Fidelity

529

Fidelity

Connected
Crypto - Coinbase

Crypto

Coinbase

Connected
Roth IRA - Betterment

Roth IRA

Betterment

Connected
Equity - Databricks

Equity

Databricks

Connected
The secfi industry index

Estimate your equity value with the Industry Index

Typically you will only know your startup equity value based on the last funding round. That round was likely months ago. What is your equity worth today?

With the Industry Index your equity is valued based on a group of publicly traded companies comparable to yours.

This group of companies is curated by Secfi’s Investments and Capital Markets teams, and the value is automatically updated every day.

Industry index
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Event Markers

Track how key events impact your finances

Markers help you see the impact of important events, personalized for your assets. This includes your company’s funding rounds, grant cliffs, end of vesting, transaction history for your connected accounts, and more.

Portfolio allocation

Understand your portfolio allocation across assets

Our portfolio tracker comes with allocation charts and tables to help you better understand how your wealth is spread across different asset types and categories.

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Track your financial assets

Everything in one place

Securely connect your bank accounts, crypto, public stocks as well as your startup equity and see historical performance and valuation combined into one tool.

See all your assets in one place