Secfi | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
Secfi is the leading provider of equity planning, stock option financing, and wealth management services tailored for startup employees....
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Secfi is the leading provider of equity planning, stock option financing, and wealth management services tailored for startup employees. They offer a digital platform for equity planning, 1:1 financial advice, and financing products that enable employees to own a stake in the company they helped build.
Website
Headquarters
San Francisco, California
Size
51-200 employees
Industry
Financial Services
Specialities
Stock Options, Private Companies, Equity, Financial Services, FinTech, Startups, Information Technology, Web Development
šļø Secfi Product and Pricing News ā
š Secfi CEO, Management and Leadership Team ā
āļø Secfi Alternatives and Competitors ā
š¼ Secfi Hiring and Layoffs ā
š¤ Secfi Developer, Integration and Automation News ā
š Secfi Financials, Fundraising and Valuation News ā
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šļø Secfi Product and Pricing News
- Secfi has rebranded its solutions to focus on 'Secfi Liquidity,' 'Secfi Wealth,' and 'Secfi Asset Management,' removing previous offerings like 'Exercise Financing' and 'Liquidity Financing.'
- Secfi now offers 252 results for financing options and has updated its fee structure, including a 5% platform fee for financing.
- Secfi tools now support public company equity, offering self-guided solutions and comprehensive wealth management services.
- Secfi is identified as one of the core companies in the 409A valuation services market in China.
- Secfi is hosting a webinar on November 20th to help ServiceTitan employees plan for their equity and financial future ahead of the rumored IPO.
- Secfi's newsletter features CFP Chris Arnold explaining the impact of acquisitions on equity and details their Private Stock Donation Program for startup employees.
- Chris Arnold, a financial advisor at Secfi, advises startup professionals to start planning their equity strategy now if they anticipate their company going public in 2025.
- Secfi's Lead Advisor, Chris Arnold, CFPĀ®, explains that new tax laws starting in 2026 will significantly increase the Alternative Minimum Tax for startup professionals holding Incentive Stock Options.
š Secfi CEO, Management and Leadership Team
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COO
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CEO & Co-founder
[email protected]
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Senior Director, Business Development
[email protected]
āļø Secfi Alternatives and Competitors
- Upstock |
- Forge Global |
- EquityBee |
- EquityZen |
- Vested |
- ESO Fund |
- Kasikorn X |
- Quid |
- Prism |
- Collective Liquidity |
- Certent |
- Capshare |
- Carta |
- Global Shares |
- Solium |
- Equatex |
- Gust |
- Altvia |
- Capdesk |
- Accurate Equity |
- KOGER |
- Eqvista |
- LTSE Equity |
- TLDR Options |
- neo.tax |
- Enova |
- NewDay |
- Hero FinCorp |
- RTS
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š¼ Secfi Hiring and Layoffs
- Secfi is currently conducting Fall Review & Year-End Tax Planning meetings with clients and interviewing for a new advisor.
- Secfi is currently seeking a Lead Financial Advisor in the United States.
- Secfi's CEO Frederik Mijnhardt is now also listed as Co-founder.
š¤ Secfi Developer, Integration and Automation News
- Secfi is offering tailored equity planning services to Flock Safety employees to help with stock options, liquidity goals, and tax benefits.
š Secfi Financials, Fundraising and Valuation News
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