By accessing the website at (the “Site”), you are agreeing to be bound by these terms of service, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this website are protected by applicable copyright and trademark law.

SecFi, Inc. may revise these terms of service for its website at any time without notice. By using this website you are agreeing to be bound by the then current version of these terms of service.

How to Use this Terms of Service

This Terms of Service explains, in plain English, the services you may expect SecFi to offer and the terms under which they will be provided to you in the context of each of SecFi’s service offerings, including use of our financial dashboard software service for reviewing your options and shares (“Dashboard”), our delivery of automated advisor option exercise and share liquidity consultations (“Consultation Service”), and delivery of our option exercise and share liquidity service services (“Service”, “Option Exercise Service” or “Share Liquidity Service”). All of SecFi’s services are mare available through SecFi’s website, (“Site”).

Use License
Permission is granted to temporarily access and use the materials (information or software) on the Site or for the Service for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:
  1. modify or copy the materials;
  2. use the materials for any commercial purpose, or for any public display (commercial or non-commercial);
  3. Sublicense, resell, rent, lease, transfer, assign, time share or otherwise commercially exploit or make any materials available to any third party;
  4. attempt to decompile or reverse engineer any software contained on SecFi, Inc.'s website;
  5. remove any copyright or other proprietary notations from the materials; or
  6. transfer the materials to another person or "mirror" the materials on any other server.
This license shall automatically terminate if you violate any of these restrictions and may be terminated by SecFi, Inc. at any time. Upon terminating your viewing of these materials or upon the termination of this license, you must destroy any downloaded materials in your possession whether in electronic or printed format.

The materials on SecFi, Inc.'s website are provided on an 'as is' basis. SecFi, Inc. makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.

Further, SecFi, Inc. does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.


In no event shall SecFi, Inc. or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the materials on SecFi, Inc.'s website, even if SecFi, Inc. or a SecFi, Inc. authorized representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.

Accuracy of materials

The materials appearing on SecFi, Inc. website could include technical, typographical, financial or photographic errors. SecFi, Inc. does not warrant that any of the materials on its website are accurate, complete or current. SecFi, Inc. may make changes to the materials contained on its website at any time without notice. However SecFi, Inc. does not make any commitment to update the materials.


SecFi, Inc. has not reviewed all of the sites linked to its website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by SecFi, Inc. of the site. Use of any such linked website is at the user's own risk.

Governing Law

These terms and conditions are governed by and construed in accordance with the laws of California and you irrevocably submit to the exclusive jurisdiction of the courts in that State or location.


Please visit our Privacy Policy to understand how SecFi, Inc. collects and uses personal information.

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