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 LinkedIn profile Secfi X profile
Secfi logo

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

šŸ›ļø Secfi Product and Pricing News ā†’

šŸ‘” Secfi CEO, Management and Leadership Team ā†’

āš”ļø Secfi Alternatives and Competitors ā†’

šŸ’¼ Secfi Hiring and Layoffs ā†’

šŸ¤– Secfi Developer, Integration and Automation News ā†’

šŸ“ˆ Secfi Financials, Fundraising and Valuation News ā†’

Monitor your competitors, clients, accounts, partners etc. with RivalSense AI


šŸ›ļø 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'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.
  • Brett Wysopal, Lead Planner at Secfi, explained how the $100,000 ISO Rule can lead to significant tax liabilities if not properly managed.
  • 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.

šŸ‘” Secfi CEO, Management and Leadership Team


āš”ļø 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

Monitor your competitors, clients, accounts, partners etc. with RivalSense AI


šŸ’¼ 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.


šŸ¤– 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.
  • Secfi congratulated Abnormal Security on raising $250M in Series D funding, valuing the company at $5.1B. A potential client?


šŸ“ˆ Secfi Financials, Fundraising and Valuation News


People also viewed