Secfi for StartupsTalk with us
Your go-to partner for equity education and planning
We work with leading startups to provide employees with equity education, financial planning, and stock option financing.
3in4
Say equity is important when joining a startup*
88%
Want equity education*
90%
State equity education as a reason to join*
EMPLOYEE EDUCATION
We explain the details of equity compensation, clarify the tax consequences of various equity milestones, and make sure your employees understand your company’s specific option plan.
EQUITY PLANNING TOOLS
Your employees get access to equity planning tools that integrate personalized grant details and your company’s latest equity information to help them make informed decisions.
PERSONALIZED GUIDANCE
Our Equity Strategists work directly with your team to answer questions about their stock options, taxes, and more.
EXERCISE FINANCING
We provide financing that covers the full cost of exercising stock options, doesn't put personal assets at risk, and allows employees to retain full ownership of shares.
Trusted by employees from leading startups
What our clients say
Why a Happy Money executive financed his equity with Secfi, then introduced it to the entire company:
I'd rather tell employees on the day they get their offer that they have a partnership with Secfi to consider after your 12-month cliff.Read customer story
Dan Sinner
Chief Customer Officer at Happy Money
What our clients say
When we asked our employees about one of the most meaningful financial wellness benefits we could offer, they asked us to help them understand and own their stock options ahead of important events like funding rounds so they know the implications and full cost of exercising their options.
