Secfi

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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 46,000 individuals and representing $80 billion in equity value. Data current as of November 2024.

Company Details

Employees
27
Founded
-
Address
25 Broadway, 10th Floor,netherlands
Email
he****@****cfi.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
secfi.com
HQ
New York, NY
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News

Secfi launches ‘Secfi Wealth’ — a fully independent RIA — to provide startup founders and employees with financial planning and investment management - Business Wire

Secfi launches ‘Secfi Wealth’ — a fully independent RIA — to provide startup founders and employees with financial planning and investment management Business Wire

Secfi Secures $150M Round To Walk Employees Through Complex World Of Stock Options - Crunchbase News

Secfi Secures $150M Round To Walk Employees Through Complex World Of Stock Options Crunchbase News

Secfi Launches RIA, Targets Startup Employees - wealthmanagement.com

Secfi Launches RIA, Targets Startup Employees wealthmanagement.com

Lender SecFi Closes $6 Million Funding Round - Fortune

Lender SecFi Closes $6 Million Funding Round Fortune

With $20B worth of unicorn equity, Secfi expands leadership team - HousingWire

With $20B worth of unicorn equity, Secfi expands leadership team HousingWire

Secfi Founder's $1.8 Million Tax Bill Led to a $550 Million Deal - businessinsider.com

Secfi Founder's $1.8 Million Tax Bill Led to a $550 Million Deal businessinsider.com

Inside Secfi’s 2022 state of stock options equity report - TechCrunch

Inside Secfi’s 2022 state of stock options equity report TechCrunch

Secfi Doubles Headcount, Expands with Senior Executives Including David Muckley, Mow Wong Kofol, Amrita Banerjee, and Ashton-Duke François Bastian Axelsson - Business Wire

Secfi Doubles Headcount, Expands with Senior Executives Including David Muckley, Mow Wong Kofol, Amrita Banerjee, and Ashton-Duke François Bastian Axelsson Business Wire

Paper Millionaires Looking for 'Pre-Wealth' Management - wealthmanagement.com

Paper Millionaires Looking for 'Pre-Wealth' Management wealthmanagement.com

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