Our easy-to-use planning tools help you get smarter. Make data-driven decisions by comparing strategies.
average tax savings through smart options exercise planning
Our simple equity assessment will tell you in minutes what your equity situation looks like.
Understand the cost of your options exercise with our Exercise Tax Calculator.
Forecast your financial exit and find out how much you could save by applying smart tax strategies.
Have a conversation with our team of advisors and start planning your taxes.
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.
Answer a few questions to find out how Secfi can help you make the most of your equity situation.