Exercise and Liquidity Offerings

Learn about our exercise and liquidity offerings for your options and shares.

Get cash by selling your options or shares through our network of buyers.

Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

Wealth Management Approach

Learn about our wealth management approach for those with equity.

Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

Equity Solutions

Learn about our equity solutions to support and empower your team.

Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

Asset Management Strategies and Services

Comprehensive overview of Secfi's asset management strategies and services.

Invest in late-stage startups through Secfi's expertly managed diversified fund.

Partner with Secfi for customized funds in late-stage private companies.

Connect and invest in private equity of leading startups via Secfi.

Stock Option Exercise

Exercise incentive stock options without paying the alternative minimum tax.

Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

Decide whether to exercise your stock options now or later.

Calculate the costs to exercise your stock options - including taxes.

See what your stock options could be worth.

Confidently negotiate your equity compensation.

Value your pre-IPO stock with private market data.

Find answers, guides, explanatory videos, and more about your equity and finances.

Secfi Wealth

Secfi Wealth is a brand name for investment advisory products and services, including financial planning and investment management, offered by Secfi Advisory Limited exclusively to Clients under an in-force Agreement. Secfi Advisory Limited is an SEC-registered investment adviser and is a separately managed, wholly-owned subsidiary of Secfi, Inc.

Access important information in our Form ADV Part 2 and learn more about Secfi Advisory Limited in our Client Relationship Summary.

Private Funds - Secfi Financing

Secfi Advisory Limited (an SEC-registered investment adviser) and Secfi Limited (an exempt reporting adviser regulated by the SEC, and a separately managed, wholly-owned subsidiary of Secfi, Inc.) (together, the “Advisers”) provide discretionary and non-discretionary investment advice to private funds. Specifically, each Adviser is an investment adviser to certain pooled investment vehicles (each, a "Fund") managed by the Adviser or an affiliate or a third-party manager (the "Fund Manager"). Each Fund has been or will be formed by the Fund Manager for various purposes, including but not limited to, acquiring exposure to the stock ("Shares") of late-stage and growth-stage private technology companies ("Companies"), typically held by the employees or former employees of such companies who are seeking liquidity ("Shareholders").

The Advisers provide investment advisory services to the Funds with respect to the recommendation of certain Private Securities Contracts in order to facilitate each Fund’s desired exposure to the relevant Companies. The advisory services performed by each Adviser may be limited to recommending, arranging and negotiating Private Securities Contracts on behalf of a Fund or may involve the selection of Private Securities Contracts for investment on a discretionary basis. In each case, the Funds are the Advisers’ clients; Shareholders are not customers or clients of the Advisers as related to a Secfi Financing transaction. Additional information can be found in the Secfi Securities Regulation Best Interest FAQs here.