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....
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
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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 updated their portfolio tracker with new dates for asset tracking, extending into August 2024.
- 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.
- John Morrison, Head of Portfolio Management at Secfi, is presenting at Pegafund's webinar on October 2nd, 2024.
š Secfi CEO, Management and Leadership Team
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COO
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CEO & Co-founder
[email protected] -
Senior Director, Business Development[email protected]
āļø Secfi Alternatives and Competitors
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.
- Brett Wysopal, Lead Planner at Secfi, advised Reddit and ex-Reddit employees on creating equity plans following the end of Reddit's lock-up period.
- Chris Arnold, Lead Financial Planner at Secfi, advised startup employees to review their 401k investments to avoid unintentionally doubling their exposure to real estate.
š¤ Secfi Developer, Integration and Automation News
- Secfi congratulated Abnormal Security on raising $250M in Series D funding, valuing the company at $5.1B. A potential client?
š Secfi Financials, Fundraising and Valuation News
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