Equity Planning for startup employees

Get equity planning, stock option financing, and wealth management from advisors that know how stock options and equity can help grow your wealth.

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Startup employee reviewing equity planning dashboard on laptop

We work with employees from the best startups.

the leading equity planning platform

You've got startup equity. Now what?

Discover how much it's worth

Make a plan that's right for you

Align your equity with your financial goals

Choose how to fund your exercise cost

Equity planning process flowchart showing steps from discovery to funding

what we offer

Everything you need to get your equity and finances right

Always free

equity planning

Compare stock option exercise, sell, and timing strategies to make right decisions.

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Current and future equity value

Cost to exercise your equity

Impact of taxes on potential gains

Fee only

wealth management

Financial planning and investment management¹ that aligns startup stock with financial goals.

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Equity built into financial plan

Access to curated investments

Personalized advice from humans

Cash advance fee

financing

Own your shares² without your savings or get liquidity from your shares without selling.

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Covers exercise and potential taxes

Repay if/when there is an exit

No prepayment penalties

Not sure where to start? Reach out, we don't bite.

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¹Offered by Secfi Advisory Limited, an SEC-registered investment adviser. See our Form CRS for more info.

²Offered by Secfi Securities, LLC, an SEC-registered broker-dealer and Member FINRA / SIPC. See our Form CRS for more info.

why secfi

Built by startup employees

We put equity first

Our team has deep expertise in equity, tax implications, and how it fits into your financial picture.

You don't need millions

We help you make important equity decisions that can set you up for financial success.

Holistic wealth management

We take a comprehensive view of all your finances, including stock options, to help you save time and money, and grow your wealth.

As seen in

Graphic showing 30,000 startup employees using Secfi services

we know startup employees.

30,0000

Startup employees trust Secfi with equity planning

testimonials

What our clients say

“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”

Emma

Secfi Wealth client

"I have been sorely needing your advisory services for years. Secfi provides exactly the guidance I was missing. So excited to work with you and finally get the professional support I deserve."

Jimmy

Senior Engineer

"Secfi provided accurate AMT calculations and unmatched expertise in tax planning and equity management. They are a service that truly understands startup employees."

Amanda

Pre-IPO startup employee

Testimonials are specific to an individual Client's experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.

Know your options

My company is going public or getting acquired

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Managing wealth with stock options

Wealth management and stock options visualization

Managing wealth with stock options