Secfi

Liquidity and wealth management for people with equity

256 followers

256 followers

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Secfi delivers liquidity and wealth management services to help employees and shareholders of innovative companies achieve their financial goals.

Name: Secfi
Rating: 3.0 (2 reviews)

Launch date

Private Market Insights Value your private stock like a professional investor

Launched on April 3rd, 2025

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

Launched on November 15th, 2023

Equity Planner Create and compare personalized plans for your stock options

Launched on January 25th, 2023

Options Exercise Tax Calculator v2 See how much money you need to exercise your startup options

Launched on September 9th, 2020

Startup Equity Profit Simulator by Secfi See the potential after-tax value of your options and shares

Launched on July 14th, 2020

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

Launched on April 2nd, 2020

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

Launched on February 13th, 2018