SecFi
SecFi provides liquidity solutions, wealth management, and financial planning services tailored for startup employees and executives, with a focus on equity compensation and investment management.
Services
SecFi offers a range of services tailored to employees and executives with equity compensation. These services include secondary sales and non-recourse financing solutions, wealth management, financial planning, and investment management. Additionally, SecFi provides personalized strategies to optimize financial outcomes, comprehensive tax planning, advanced tax strategies, and tailored liquidity solutions.
Financial Tools
SecFi provides employees with a suite of equity tools designed to simplify the management of stock options and equity compensation. These tools include the AMT Calculator, Equity Planner, Exercise Timing Planner, Stock Options Tax Calculator, Stock Option Exit Calculator, and Equity Compensation Calculator. SecFi also offers a portfolio tracker tool to keep track of assets, including startup equity.
Educational Resources
SecFi hosts a comprehensive resource center called 'Secfi Learn'. This platform features guides, explanatory videos, and case studies to help employees better understand and maximize their equity compensation. The company also offers a weekly newsletter, 'Founders & Funders', covering topics related to startups, venture capital, and public markets.
Financing Solutions
SecFi's financing solutions allow employees to exercise stock options without the need to pay out of pocket. The non-recourse financing option requires repayment only when the employee's company exits. Additionally, SecFi provides secondary market access, enabling employees to sell their private shares through a curated network of buyers. These solutions are complemented by SecFi's diversified fund and tailored SMA vehicles investing in late-stage private companies.
Wealth Management
SecFi offers wealth management services tailored specifically for startup professionals and those with equity compensation. These services encompass financial planning, investment management, and advisory services designed to align with the financial goals of employees and executives in the startup ecosystem. Personalized financial advice ensures that clients can maximize the benefits of their equity while pursuing a holistic approach to managing their financial wellbeing.