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Equity Insights

Simplifying equity, one insight at a time

Our easy-to-use planning tools help you get smarter. Make data-driven decisions by comparing strategies.

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average tax savings through smart options exercise planning

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Insights with real impact

  • equity appraised

    Estimate your potential payout and plan for the best outcome.

  • Reduce taxes

    Understand your taxes today and explore strategies to reduce them on payout.

  • RELAX

    Our independent advisors can do the heavy lifting for you.

Start today
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Let us do the heavy lifting for you

  • Discover

    Our simple equity assessment will tell you in minutes what your equity situation looks like.

  • Drill down

    Understand the cost of your options exercise with our Exercise Tax Calculator.

  • Analyze

    Forecast your financial exit and find out how much you could save by applying smart tax strategies.

  • Plan

    Have a conversation with our team of advisors and start planning your taxes.

We are not your typical advisor

  • We understand startups

  • The right knowledge

  • Technology powered CPAs

Start today
  • We understand startups

    Our highly specialized team exclusively caters to startup employees and shareholders.

  • The right knowledge

    We know every twist and turn when it comes to getting the most out of your equity compensation.

  • Technology powered CPAs

    Our licensed CPAs use our technology platform to help craft the optimal stock option exercise plan.

Get started with your equity assessment.

Answer a few questions to find out how Secfi can help you make the most of your equity situation.