Insights

Tech-Centric Solutions Secfi offers a digital platform with advanced tech stack including Hotjar and Next.js, appealing to tech-savvy clients seeking innovative financial solutions.

Equity Maximization Expertise Specializing in equity planning and stock option financing, Secfi helps maximize the value of equity compensation, making it an attractive option for employees of tech companies.

Exclusive Market Access Secfi serves employees from over 90% of U.S. unicorns, providing a unique opportunity to target high-potential clients in the tech industry.

Personalized Financial Advice With 1:1 financial advice and ongoing investment management, Secfi offers a personalized approach that can resonate with individuals seeking tailored financial services.

Liquidity Solutions Advantage By offering liquidity solutions such as secondary sales and non-recourse financing, Secfi addresses the financial needs of tech employees, presenting further sales opportunities for financial products.

Secfi Tech Stack

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

  • Hotjar
    Analytics
  • TrackJs
    Analytics
  • Varnish
    Caching
  • NetSuite
    E-commerce
  • Next.js
    Javascript Frameworks
  • X-Content-Type-Options
    Miscellaneous
  • PWA
    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?

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Secfi'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?

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Secfi's official website is secfi.com and has social profiles on LinkedIn.

How much revenue does Secfi generate?

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As of September 2024, Secfi's annual revenue reached $3.8M.

What is Secfi's NAICS code?

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Secfi's NAICS code is 52 - Finance and Insurance.

How many employees does Secfi have currently?

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As 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?

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Secfi operates in the Financial Services industry.

What technology does Secfi use?

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Secfi's tech stack includes HotjarTrackJsVarnishNetSuiteNext.jsX-Content-Type-OptionsPWAMUI.

What is Secfi's email format?

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

When was Secfi founded?

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Secfi 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.

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

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

Section iconFunding & Financials

  • $10M

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

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