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Secfi

Leading financial advisor for tech professionals. SEC-registered broker-dealer and FINRA/SIPC member specializing in equity compensation, stock options, secondary sales, and wealth management. Serves employees at major tech companies including Coinbase, Stripe, SpaceX, Google, Figma, and Canva. Offers Secfi Liquidity (secondary sales, non-recourse financing), Secfi Wealth (financial planning, investment management), and tax planning tools. 30k+ newsletter subscribers.

Products & Services

Secfi Liquidity - Secondary Sale

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Sell pre-IPO shares on secondary market. Turn equity into cash while optimizing for taxes and long-term gains.

  • Pre-IPO share sales
  • Tax optimization
  • Transparent process
Learn more

Secfi Liquidity - Non-recourse Financing

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Non-recourse loans to exercise stock options without personal financial risk.

  • Non-recourse financing
  • Exercise stock options
  • No personal guarantee required
Learn more

Secfi Wealth

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Personalized financial planning and investment management. Advisors help grow and protect wealth with confidence.

  • Personalized financial planning
  • Investment management
  • 1:1 advisor access
  • Tax optimization
  • Equity compensation strategy
Learn more

Founders & Funders Newsletter

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Free newsletter with insights on startups, venture capital, public markets.

Free tier available 30K+ subscribers
  • Startup insights
  • VC trends
  • Public market analysis
Learn more

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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