Things are just different when you have equity
Secfi delivers liquidity and wealth management services to help employees and shareholders of innovative companies achieve their financial goals.
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Trusted by employees of some of the best companies
You need solutions built for your unique needs
Financial planning and investment management
Get personalized financial planning and guidance from experienced advisors. Whether you work at a private startup or a public company, our tailored strategies can help you grow and protect your wealth with confidence.
Your financial peace of mind is our priority
- A financial plan aligned with your needs and values
- A flexible, iterative approach
- A portfolio built just for you
Leave the calculations to us
Equity and tax planning can be overwhelming. Our tools do the heavy lifting so you can focus on what matters.
Choose a partner that gets you
We’ve been in your shoes before
We meet you where you’re at
Big opportunities, no big minimums
What our clients are saying
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“The light bulb went on for me. It’s going to be about more than just this exit. And there’s so much more on the line here.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“The light bulb went on for me. It’s going to be about more than just this exit. And there’s so much more on the line here.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
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.
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Our collection of educational content
- What is the alternative minimum tax (AMT)?
- What is the 83(b) election – and when should you file it?
- Should You Exercise Your Vested Stock Options After Leaving Your Company?
- When should you hire a financial advisor?
- Maximizing Your Employee Stock Options for Long-Term Gains: ISOs, NSOs, and IPO Strategies
- The new startup benefit: Equity education
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