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.
Ritual
AdAI-powered problem-solving engine, Amazon style narratives
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.
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!
