Secfi | Latest News & Updates - Nov 02, 2024 Release
Secfi is currently conducting Fall Review & Year-End Tax Planning meetings with clients and interviewing for a new advisor...
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Secfi
🌎 secfi.comSecfi 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.
Secfi - Latest News and Updates
- Secfi is currently conducting Fall Review & Year-End Tax Planning meetings with clients and interviewing for a new advisor.
- Secfi is offering tailored equity planning services to Flock Safety employees to help with stock options, liquidity goals, and tax benefits.
- Secfi's newsletter features CFP Chris Arnold explaining the impact of acquisitions on equity and details their Private Stock Donation Program for startup employees.
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