Secfi News | Oct 10, 2024
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.'..
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Secfi
š 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 News & Insights as of Oct 10, 2024
- 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 is currently seeking a Lead Financial Advisor in the United States.
- 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.
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