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Insights

Recent Expansion Secfi launched Secfi Wealth, offering personalized financial advice and investment management, presenting an opportunity to engage with those seeking alternative investment opportunities.

Employee Benefit Program The new employee benefits program by Secfi helps startup employees understand and maximize the value of their equity, creating a chance to provide tailored financial solutions to this target group.

Key Partnership Secfi partnered with Serengeti Asset Management, LP to provide non-recourse financing for stock option exercises, indicating a potential avenue to offer financing solutions to employees requiring liquidity.

Experienced Hires With recent additions such as David Muckley as General Counsel and Jaime Moreno de los Rios as COO, Secfi has strengthened its team, presenting an opportunity to leverage their expertise for strategic engagements.

Market Reach and Growth Secfi serves employees from over 90% of U.S. unicorns, assisting more than 30,000 individuals. This extensive market reach suggests a sizable pool of potential clients seeking equity planning and financial services.

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Secfi Tech Stack

Secfi uses 8 technology products and services including Hotjar, Mixpanel, Varnish, and more. Explore Secfi's tech stack below.

  • Hotjar
    Analytics
  • Mixpanel
    Analytics
  • Varnish
    Caching
  • Figma
    Design
  • Next.js
    Javascript Frameworks
  • Flickity
    Javascript Libraries
  • Open Graph
    Miscellaneous
  • MUI
    UI Frameworks

Media & News

Secfi's Email Address Formats

Secfi uses at least 1 format(s):
Secfi Email FormatsExamplePercentage
First@secfi.comJohn@secfi.com
46%
First.Last@secfi.comJohn.Doe@secfi.com
43%
FirstMiddleLast@secfi.comJohnMichaelDoe@secfi.com
6%
Last@secfi.comDoe@secfi.com
5%

Frequently Asked Questions

Where is Secfi's headquarters located?

Minus sign iconPlus sign iconSecfi's main headquarters is located at 345 California St Suite 600 San Francisco, California 94104 US. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is Secfi's official website and social media links?

Minus sign iconPlus sign iconSecfi's official website is secfi.com and has social profiles on LinkedIn.

How much revenue does Secfi generate?

Minus sign iconPlus sign icon As of September 2024, Secfi's annual revenue reached $15M.

What is Secfi's NAICS code?

Minus sign iconPlus sign iconSecfi's NAICS code is 52 - Finance and Insurance.

How many employees does Secfi have currently?

Minus sign iconPlus sign iconAs of September 2024, Secfi has approximately 25 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Operating Officer And Co-Chief Investment Officer: J. M.Chief Compliance Officer: M. M.Vice President Partnerships: C. G.. Explore Secfi's employee directory with LeadIQ.

What industry does Secfi belong to?

Minus sign iconPlus sign iconSecfi operates in the Financial Services industry.

What technology does Secfi use?

Minus sign iconPlus sign iconSecfi's tech stack includes HotjarMixpanelVarnishFigmaNext.jsFlickityOpen GraphMUI.

What is Secfi's email format?

Minus sign iconPlus sign iconSecfi's email format typically follows the pattern of . Find more Secfi email formats with LeadIQ.

When was Secfi founded?

Minus sign iconPlus sign iconSecfi was founded in 2017.
Secfi

Secfi

Financial ServicesCalifornia, United States11-50 Employees

Secfi is one of the leading providers of equity planning, stock option financing, and wealth management for tech employees and founders. Offering a digital platform for equity planning, 1:1 financial advice, ongoing investment management, and tools like equity planners and tax calculators, Secfi helps clients maximize the value of their equity compensation and own a stake in the company they helped build. With liquidity solutions such as secondary sales and non-recourse financing, Secfi serves employees from over 90% of U.S. unicorns, assisting more than 30,000 individuals and representing $48 billion in equity value.

Data current as of August 2024.

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Section iconCompany Overview

Headquarters
345 California St Suite 600 San Francisco, California 94104 US
Website
secfi.com
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Secfi's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Secfi's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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