Do you use Secfi?
What is Secfi?
Get equity planning, stock option financing, and wealth management from advisors that know how stock options and equity can help grow your wealth.
![Secfi media 1](https://ph-files.imgix.net/f3c9835a-808f-4c9a-a8fa-b04952d16293.jpeg?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
![Secfi media 2](https://ph-files.imgix.net/fbb9a089-f3d6-4663-8f4a-1928ab62d9b7.jpeg?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
![Secfi media 3](https://ph-files.imgix.net/b0c4f8f1-5cb3-42b0-a6d6-84d1cbc3594f.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
Recent launches
Secfi Portfolio
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.
![Secfi Portfolio image](https://ph-files.imgix.net/1a96cfb2-e77c-4b97-970f-575743e0f91e.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=150&h=90&fit=crop)
Equity Planner
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!
![Equity Planner image](https://ph-files.imgix.net/d321b05c-ffd7-47e0-a75f-0a83f66ab1f8.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=150&h=90&fit=crop)