Locations
San Francisco, CA, USA
industry
Finance · Lending and Investments
Size
11-50 employees
Stage
Pre Seed
founded in
2017
Secfi is a leading financial advisor for tech employees, offering liquidity and wealth management services tailored to the unique needs of startup employees and shareholders. Their key products include liquidity solutions for pre-IPO shares, non-recourse financing, and personalized financial planning. Secfi differentiates itself by providing a proprietary suite of equity planning tools and 1:1 guidance from licensed equity strategists, making it easier for employees to navigate stock options and maximize their equity compensation. With a focus on education and tailored strategies, Secfi has established a strong market position, serving employees from over 80% of U.S. unicorns and helping them achieve their financial goals.
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