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
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
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'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.
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
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.
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.
- 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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