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Secfi

New York, United States (US) ยท Finance and Banking

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Overview

Secfi is one of the leading providers of equity planning, stock option financing, and wealth management for tech employees and founders. Offering a digital platform for equity planning, 1:1 financial advice, ongoing investment management, and tools like equity planners and tax calculators, Secfi helps clients maximize the value of their equity compensation and own a stake in the company they helped build. With liquidity solutions such as secondary sales and non-recourse financing, Secfi serves employees from over 90% of U.S. unicorns, assisting more than 46,000 individuals and representing $80 billion in equity value. Data current as of 2026.

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Contact Details

contact@secfi.com

New York, United States (US), 25 Broadway

+1

Founded

2017

Employees

20-30

Keywords

#stock options

#private companies

#equity

#financial services

#fintech

#startups

#information technology

#wealth management

#investment management

#asset management

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