Secfi

Liquidity and wealth management for people with equity

•27 reviews•

259 followers

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Lavinia Bonomo

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7d ago

Private Market Insights - Value your private stock like a professional investor

Understand what your private stock is worth with data-backed valuation methods. See how investors and other players value your equity and make smarter decisions with insights tailored to your company.

Megan Yates

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1yr ago

Secfi Portfolio - A portfolio tracker that doesn’t ignore your private equity

Secfi’s Portfolio is the all-in-one equity tracker, seamlessly integrating with Carta and Plaid. Gain clear insights into your private equity's value using funding rounds data, while keeping an eye on your holistic portfolio.

Joost van Hoof

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2yr ago

Equity Planner - Create and compare personalized plans for your stock options

Add your stock options, choose the plans that you want to compare and see a personalized breakdown of the tax implications and potential net gains. There are plans for early exercising, what an IPO could look like, potential outcome of a secondary sale & more!

howardlindzon

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5yr ago

Options Exercise Financing By Secfi - Exercise your startup options without the risk

Secfi helps start-up employees make the most of their equity situation. Our exercise financing helps minimize personal risk and covers exercise costs and taxes. Participate in your company's success, while keeping your savings to achieve your life goals.

Niv Dror

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7yr ago

Option Exercise Tax Calculator - See what your options are worth & how much tax you will pay

Our product helps you better understand what the real value of your startup option package is. We calculate your tax bills for you and show you how you can make the most of your startup equity. Interested to get your feedback!

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