The equity advisor
for startup

Equity is complex. Secfi helps you every step of the way so that your company’s success also becomes yours.

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Democratizing equity

Our intelligent planning tools help you get smarter. Make data-driven decisions by comparing different strategies.

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Pay for...

your options

Our financing solutions are tailored to your specific needs. Wherever you are in your journey to wealth.

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We populate this visual with real transactions that we anonymized to protect our clients’ privacy.
Head of ProductLos Angeles, CA
$ 450,000
to exercise options and pay his taxes
Vice PresidentSan Jose, CA
$ 1,400,000
to buy a new house
Project ManagerOakland, CA
$ 40,000
to exercise options and pay his taxes
Vice PresidentAlexandria, VA
$ 1,495,000
to exercise options and pay his taxes
DirectorBend, OR
$ 65,000
to exercise and buy a new car
Senior managerAustin, TX
$ 285,000
to exercise options and pay his taxes
Program ManagerSan Francisco, CA
$ 270,000
to exercise options and pay her taxes
FounderNew York, NY
$ 933,500
to exercise options and pay his taxes
Engineering LeadRichmond, VA
$ 430,000
to exercise options and pay her taxes
Software EngineerSan Francisco, CA
$ 197,000
to exercise options and pay his taxes
Software EngineerSanta Cruz, CA
$ 285,000
to exercise options and pay her taxes
General ManagerPortland, OR
$ 1,600,000
to exercise options and pay his taxes
Engineering ManagerRedwood City, CA
$ 85,000
to exercise options and pay her taxes
lounging illustration

What our clients say about us

The service that Secfi provides is invaluable to many people in my situation. I had a great time working with Vieje and Marcia and am so grateful for the opportunity that Secfi has provided me.
The service that Secfi provides is invaluable to many people in my situation. I had a great time working with Vieje and Marcia and am so grateful for the opportunity that Secfi has provided me.
Director of Engineering
San Francisco, California
Director of Engineering
San Francisco, California

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Join the Equity Academy

Guides that help you get the most out of your equity – and restore your peace of mind.

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Stock Option Starter Guide

Learn how options work, what the two main challenges are, and how to deal with them.

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Exercising your stock options: how to decide

Should you exercise your stock options? And when? Learn how to make the call.

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