Secfi Email Format

Financial ServicesNew York, United States11-50 Employees

Secfi is a New York-based financial services firm focused on equity planning, stock option financing, and wealth management for tech employees and founders. It offers a digital platform for equity planning, one-on-one financial advice, ongoing investment management, and practical tools such as equity planners and tax calculators. These offerings aim to help clients maximize the value of their equity compensation and maintain an ownership stake in the companies they helped build, with liquidity options including secondary sales and non-recourse financing.

The company serves employees from over 90% of U.S. unicorns and has worked with more than 46,000 individuals, representing about $80 billion in equity value. Secfi operates as a small-to-mid-sized firm within the financial services industry. A notable development in its recent history is the 2022 launch of Secfi Wealth, which expanded access to personalized financial advice, investment management, and opportunities in alternative investments for startup equity.

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