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.
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.
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.
Comprehensive overview of Secfi's asset management strategies and services.
Invest in late-stage startups through Secfi's expertly managed diversified fund.
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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.
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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.
Curated content for employees of the best startups
Weekly newsletter on what's happening in startups, venture capital, public markets, and more
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.
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.
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.
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.
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.
Curated content for employees of the best startups
Weekly newsletter on what's happening in startups, venture capital, public markets, and more
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- What is the alternative minimum tax (AMT) and how does it work?
- 83(b) election for stock options: when it makes sense to file
- Should you exercise your vested stock options after leaving your company?
- When should you hire a financial advisor?
- Maximizing your employee stock options for long-term gains: ISOs, NSOs, and IPO strategies
- The new startup benefit: Equity education
- How to calculate taxes on underwater employee stock options
- News & product updates
- 3 reasons why now is not the time to give up on your equity
- Non-recourse financing for stock options: what it is and how it works
- How to value the stock options in your startup job offer in 2025
- Should I stay in my underpaid startup job and wait for the IPO, or move on?
- The Snowflake IPO: A case study in tax savings from exercising early
- Why this engineering leader chose Secfi to finance his stock options
- Understanding NSO Stock Options and Taxes: A Guide for Startup Employees
- My company is going public or getting acquired
- The surprise factor: Why exercising your stock options can be far more expensive than you expect
- How to interpret post-termination exercise language in your stock option contract
- Why Joe financed his stock options exercise after leaving Confluent with non-recourse funding
- Can you ask for stock options after you’ve already started your job?
- Stock options for executives: How to actually decide what to do next
- How Secfi exercise and liquidity financing works for startup equity
- What is capital gains tax for stock options?
- How to choose a stock option financing partner
- Exercising & taxes
- 11 questions to ask when negotiating a job offer including stock options
- How to avoid AMT when you exercise your stock options
- Barry chose Secfi’s equity financing because of the people, transparency, and reduced risk to own his options
- How are stock options taxed? What employees need to know before exercising
- You're leaving your company — should you take the exercise deadline extension?
- My startup got acquired right after I left. What should I do with my stock options?
- What is a strike price and why does it matter for your stock options?
- Am I about to get diluted?
- Two high-income tech employees hired a financial advisor to help with their equity, finances, and estate planning
- What does an IPO mean for my stock options?
- Exercising stock options
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- Can you explain stock options basics to a total novice?
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- The Doordash IPO: The average Doordash employee missed out on $924,000
- Stock option basics
- How to choose the right financial advisor (and why it’s so hard)
- How to Calculate the Value of Your Startup Stock Options
- Wealth management for people with equity
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- Stock option tax planning
- What is the strike price of an employee stock option?
- 2021 State of Stock Options Report
- How does the IRS calculate a capital loss on stock options?
- Avoid the 7 most common employee stock option mistakes
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- 3 ways to manage your stock options in a down market
- Stock options: What to know before IPO
- Should I sell my stock options to pay down my mortgage?
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- Bridging the pre-wealth gap
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- ESO Fund vs EquityBee vs Secfi: Which stock option financing provider is right for you?
- 5 questions startup employees should ask a prospective financial advisor
- Stock options 101: A primer for startup employees
- The most common questions about startup stock options
- Should you exercise your stock options before an acquisition?
- What is the $100k rule? A guide to the ISO/NSO split
- My employer wants to revise my signed stock option agreement
- How to navigate risk and reward with stock options
- Why a Stripe employee hired a financial advisor and decided to sell in a tender offer
- Forge Global (formerly Sharespost) vs. Equityzen vs. Secfi
- Exercise Now or Wait Until 2021? Three Tax Saving Considerations
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- How does the IRS define "long-term capital gains"?
- How do you exercise stock options? Everything you need to know
- What to know about different startup exit scenarios
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- 4 reasons why waiting until next year to exercise your stock options could be a mistake
- How does my employer set the stock option strike price?
- Are my stock options worth it?
- What does a new round of funding mean for my stock options?
- The AMT crossover and how to exercise ISOs tax-free
- When should I exercise ISOs from my publicly traded employer?
- How soon after I hit my 1-year cliff can I quit?
- What is a 409A valuation, and how does it affect stock options?
- Here are 3 things you should do with your stock options
- Customer stories
- How can a financial advisor help with your equity?
- Why a startup sales director hired a financial advisor to make better equity decisions
- How are stock options taxed in California?
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- What are my options if I need to exercise quickly but want to avoid taking on personal debt?
- What is a tender offer (and should I participate)?
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- The Importance of Real Estate
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- Anatomy of an IPO
- The AMT Credit. Exercise Now, Save Later.
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- The history of employee stock options
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- Introducing the Equity Planner: A simple way to make informed decisions about your stock options
- How to value stock options in a job offer letter
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- Company exits & IPOs
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- How to estimate your tax liability when exercising stock options
- The Airbnb IPO: Here's how the pandemic impacted employees' stock options
- Startup equity dilution: What it is, when it happens, and how it affects you
- What information you need to exercise stock options
- ISOs vs. NSOs: What’s the difference?
- Why we built Maeve
- How do new grads afford their stock options?
- How much are my shares actually worth?
- What is non-recourse financing for stock options?
- Quitting my job on the eve of my 1-year vesting cliff
- What happens to employee stock options if the company fails?
- 5 common risks when exercising stock options
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- How your stock options and RSUs are taxed if you leave California
- Election impacts on investing
- What to do with your stock options if you get laid off
- What is a stock option blackout period?
- How much will it cost to exercise my stock options?
- Should you sell your pre-IPO shares? Explore secondary markets and alternatives
- Incentive stock options (ISOs) and taxes: the complete guide
- How to exercise your employee stock options
- Why we play Moneyball with client portfolios
- How to decipher the stock options in your offer letter
- Why a Happy Money executive introduced Secfi to the whole company
- Startup equity report: The State of Stock Options 2020
- Why a tech recruiter wanted a financial advisor that understood private stock options
- How do people get rich from their employee stock options?
- Ask Secfi
- When should you exercise your stock options?
- The complete guide to starting a new job with employee stock options
- Guide to Navigating a Tender Offer
- How do I compare the cost of non-recourse financing vs the shares I’d give up in a cashless exercise?
- For startups
- What’s the best way to model different stock option exercise strategies before making a decision?
- Secfi’s partnership with Carta: Enhancing equity planning for the startup community
- What is the preferred share price?
- How to exercise your stock options
- What is a stock option vesting schedule?
- Do pre-IPO stock options count toward my net worth?
- Why shouldn't I collect a ton of equity by job-hopping?
- How much are your private shares really worth? A guide to private valuations
- How are incentive stock options (ISOs) taxed?
- What is the AMT credit?
- How much will it cost to exercise my stock options?
- Secfi for Startups
- Q3 2023 Product Update
- Industry insights
- Prepare for the Wiz IPO
- 2022 State of Stock Options report
- What is a restricted stock unit (RSU)?
- Daffy and Secfi announce partnership to make charitable giving simple for startup employees
- Should I sell my stock pre-IPO or post-IPO?
- RSUs vs. stock options: Which to choose?
- Starting a new job with stock options
- Selling pre-IPO company equity
- How are non-qualified stock options (NSOs) taxed?
- What decisions do I need to make when my company goes public?
- How to help avoid AMT when exercising options
- The complete employee stock option starter guide
- The SpaceX IPO: What the average employee may have left on the table
- Once burned by a 90-day exercise window, this founder is extending it to 10 years
- Non-recourse vs personal loan for exercising stock options — which is better?
- Meet Secfi’s newest senior leadership hires
- Why a senior startup leader facing a high tax bill used equity financing
- Is there a platform that combines tax, financing, and equity modeling in one place?
- Why a startup employee used Secfi to buy her stock options
- Pre-IPO stock liquidity solutions: how to decide what works best for you
- What is a cashless exercise?
- The complete guide to selling pre-IPO company equity
- 3 things your financial advisor should know about equity
- Exercising your Employee Equity
- I want to test different stock option exercise strategies—what tools let me do that?
- How to use stock options to attract and retain employees
companies
- Databricks
- Netskope
- Betterment
- Upgrade
- Egnyte
- Doordash
- ServiceTitan
- Turo
- Flock Safety
- Applied Intuition
- Intercom
- Shield AI
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- Alphasense
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- Remote
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- Deel
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- What financing or secondary solutions are available for my Betterment equity?
- Get the cash you need to own your Upgrade options
- What financing or secondary solutions are available for my Upgrade equity?
- Get the cash you need to own your Egnyte options
- What financing or secondary solutions are available for my Egnyte equity?
- Get the cash you need to own your Turo options
- What financing or secondary solutions are available for my Turo equity?
- Get the cash you need to own your Intercom options
- What financing or secondary solutions are available for my Intercom equity?
- Get the cash you need to own your Remote options
- What financing or secondary solutions are available for my Remote equity?
- What financing or secondary solutions are available for my Grafana Labs equity?
- Get the cash you need to own your ROKT options
- What financing or secondary solutions are available for my ROKT equity?
- Get the cash you need to own your Stripe options
- What financing or secondary solutions are available for my Stripe equity?
- Get the cash you need to own your SeatGeek options
- What financing or secondary solutions are available for my SeatGeek equity?
- Get the cash you need to own your Canva options
- What financing or secondary solutions are available for my Canva equity?
- Get the cash you need to own your Gusto options
- What financing or secondary solutions are available for my Gusto equity?
- Get the cash you need to own your Illumio options
- What financing or secondary solutions are available for my Illumio equity?
- Get the cash you need to own your Arctic Wolf options
- What financing or secondary solutions are available for my Arctic Wolf equity?
- Groq employees: Don’t leave six figures on the table
- Stock option deep dives : Dan, a software engineer at Reddit
- Netskope employees: What to consider about your stock options ahead of IPO
- ROKT IPO: What employees need to know about their stock options
- The tender offer tax trap: a Huntress case study
- Canva IPO: What employees need to know about their stock options
- Flock Safety IPO: What employees need to know about their stock options
- Prepare for the ServiceTitan IPO Webinar
- ServiceTitan IPO Guide Part III: Executing your plan
- What Gusto’s tender offer means for your equity and your financial future
- Wellhub employees: Don’t leave six figures on the table
- Gusto IPO: What employees need to know about their stock options and taxes
- Reddit IPO'd. Now what ?
- ServiceTitan IPO Guide Part I: Why early planning pays off
- Arctic Wolf employees: Don’t leave six figures on the table
- ServiceTitan IPO Guide Part II: What to Expect During the IPO
- Prepare for the Rubrik IPO
newsletter
- 🔑 The key to selling on the secondary markets
- 🫣 When is it OK to ignore financial advice?
- The year of 📉: A Founders + Funders review
- 🤯 Sometimes you can't fix stupid
- 🏦 Another one bites the dust: Is this a banking crisis?
- 👻 A fintech horror story (part 2) Have we found the funds?
- 📃 Reddit IPO Time
- 🦃 Who wants a slice of the pie?
- 🤔 Should you sell your startup equity now or wait for an IPO?
- 👀 A look back and optimism for the future in startups and tech
- 🏠 Real Estate Investing: Hassle or Homerun?
- 🙊 Figma employees hit payday, but so did the IRS
- ⏳ Procrastinating on your startup equity? You're not alone
- Hello taxes, my old friend: Year-end planning
- 🎢 Nvidia’s rollercoaster week—A lesson in long-term investing
- 📈 How does a price get set in the secondary markets?
- 💸✨ Stock options are both compensation and an investment
- 🐶 Who let the dogs out?
- 🤔 Should I sell in a tender offer?
- 🩺 Anatomy of an IPO: What happens when a company “goes public”?
- 🎄 End-of-year financial gift guide
- 🤔 How do you know if your startup is “good”?
- ⏳ The impact of taxes on your investment returns
- ✈️ What we're seeing in the IPO market
- 🦃 Giving back for the win
- 😱 A FinTech horror story - why are $250M+ in bank deposits locked up?
- 🌼 Spring into action: Tax tips you may miss this year
- 🔄 The 2024 Pre-IPO Market Recap
- 🗽 The price of feeling alive
- 🤖 Is the AI hype real or “generated”?
- 🙋 How can you turn a loss into a win?
- 📈So…were the recent IPOs a success or not?
- A good laugh to heal the taxes hurt ❤️🩹
- 🎰 Roulette, and the art of picking stocks
- 💧 When the Levee Breaks
- 🐂 Are we in a new bull market or is it a head fake?
- 😬 When will IPOs return? The past may hold some clues…
- Is hot inflation to blame for all the tech layoffs 🔥?
- 👀 What is your equity actually worth?
- 🫱🏻🫲🏽 What does an acquisition mean for your equity?
- 🤝 Negotiating your future worth
- 🔥 Burning bad: The art of burning cash & valuations
- 🔁 Q2 Private Market Recap
- 🏅 Capital One acquires Brex for $5.15B — What it means for employees
- Founders & Funders
- 😥 What happened to that year-end IPO window?
- 🎉 Happy S&P 500 Rebalance Day!
- ⚰️ Is the death of the traditional IPO exaggerated?
- ✨ Year-end reflections: the magnificent seven’s market reign
- 🏦 Lessons from the Silicon Valley Bank collapse
- 🥳 In 2024, will you be a passive or active investor?
- 💸 The hidden fees in angel and secondary investing
- 📈 Will the IPO momentum continue into 2026?
- 🗂️ The SpaceX Files
- Back to (We)work & the current state of venture capital
- 🦾 Your equity questions need more than ChatGPT
- 💔 Why it may be time to break up with your favorite stock
- 📊 The Coreweave IPO and the importance of incentives
- 🪧 Secondary market updates, IPO signals, and other signs we’re paying attention to
- 👻 Don’t ghost your fall financial to-dos
- 📈 What does it take to go public today?
- 👀 Is the "democratization of finance" just a marketing pitch?
- 🥇 The art of investing and outperforming the future
- 📉 Investing through a recession
- 📉 Why did Nvidia’s stock price fall when its earnings report was good?
- 🤔 What's your number?
- Stonks don't always go up (and that's okay)
- 💰 Cash rules: What’s happening in banking and why?
- 🤷♀️ What even happens during an IPO, anyway?
- 🎄 Here’s why you should be doing tax planning this holiday season
- #Bullish: Where do the markets go from here?
- 📉 What to make of this market volatility?
- How employees can think like a shareholder 💡
- 🎄 What startup employees actually want for Christmas
- 📃 Reddit IPO FTW!
- 🕰️ Generational biases in investing
- 🤑 Your company IPO'd…now what??
- ⏰ The value of your time
- 🔍 Looking for the IPOs: Is your equity safe in a down market?
- 💸 How does Biden's $5T proposed tax increases impact you?
- 🧠 In Buffett we trust
- 🦄 What Stripe’s record fundraise means for late-stage startups
- 🏛️ From tariffs to income taxes: How history shaped your equity
- 🧐 Was Figma's IPO pricing dumb or genius?
- 🔍 Why is there a lack of IPOs?
- 🫧 What to do when the AI bubble pops
- Why our comparison culture may be hurting you financially
- 📍 State of the Private Markets Q1 2026
- 🚀 SpaceX Employees Just Had Their Best Day. The IRS Too.
- Turning the page: What investors are paying for
- 📈 Why we prefer to play moneyball
- 🎭 Investment “gotchas” (and how to see through them)
tools
- Your future equity plans, now at your fingertips
- Capital gains and exit calculator
- Decide when to exercise your stock options
- Calculate your stock option taxes
- Exercise ISOs without paying the Alternative Minimum Tax (AMT)
- Confidently negotiate your equity compensation
help
- Advice & Wealth
- Account
- What’s Secfi’s approach to investment/portfolio management?
- Can I move over my 401k account?
- What are the eligibility requirements for Secfi's financing services?
- Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?
- How do I find the Fair Market Value (FMV) for my previously exercised options on Carta?
- How often will my Wealth Management fee be calculated and charged?
- What’s the best way to refer a friend or colleague to Secfi?
- Does my company need to approve Secfi Financing?
- Can Secfi help me file my taxes?
- I live outside the US, can I be a client?
- How do I find Fair Market Value (FMV) or 409A in Shareworks?
- How will fees be calculated if both me and my partner want advice or wealth management?
- How do I add a share grant?
- How can you help advise me on my stock options?
- How can/should I include my partner in the process?
- I have exercised all my options. Why do I still need to enter my vesting and exercise details?
- How Secfi financing works – our business model explained
- I’ve heard about tax loss harvesting & backdoor roths. Is that something you can do for me?
- Is there a minimum transaction amount for a secondary sale?
- Will Secfi buy my stock?
- How do I find my equity details in Solium from Shareworks to add an equity grant?
- Can Secfi deny my application/request or close my account?
- How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?
- Why should I connect my accounts, even the ones that Secfi doesn’t manage?
- My company was added to the Secfi waitlist. How can I get the company approved?
- What if I want to withdraw some of the money you’re managing for me? How does that work?
- Equity and shares
- Secondary sale
- How do I enter my equity details in Secfi if I use Carta?
- Which product is right for me — Secfi Financing or a Secondary sale?
- What are the fees for wealth management?
- What documents should I upload ahead of meeting with my advisor?
- How does Secfi handle my information and data on their website?
- What goes into your total financing cost with Secfi?
- Where is my money held?
- Is Secfi a fiduciary?
- I have a deadline coming up. How can I expedite my request?
- How do I add my equity (ISO, NSO, RSU) details?
- Can I hold my account at another brokerage firm and still have it managed by Secfi?
- When will I hear back about my financing request?
- I'd like to speak with someone at Secfi
- How do I delete my account?
- How do I link my Carta account to add my equity?
- Am I a good fit to work with Secfi for financial advisory services?
- How much can I expect to sell my shares for?
- How can I pay my quarterly Wealth management fee?
- How do I enter my equity details in Secfi if I use Shareworks?
- Why do I need to do additional(two) KYC checks?
- How often will I meet with my advisor?
- Financing
- Privacy
- Do I have to commit to becoming a client if I schedule a call?
- Will my company allow me to sell my shares?
- How do I find Fair Market Value (FMV) or 409A in Carta?
- What are Secfi's fee for a secondary sale?
- What details do I need to provide for Secfi in equity verification?
- How long will it take to sell my shares?
- How to upload your Equity Incentive Plan, Share certificate or Notice of Stock Options Award from Carta?
- How do I cancel/terminate my wealth management service?
- What is Secfi’s role in the process?
- Will I have a dedicated advisor who I meet with consistently?
- Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?
- What type of stock grants do I have?
- Can I write off Secfi fees on my taxes?
- What is the difference between Secfi and a traditional Financial Advisor?
- How do I disconnect my account from Carta?
- How do I transfer money over for you to manage it?
- There are a bunch of different tools, and I'm not sure where to connect my accounts and which one to use for what. When/why should I use each one?
- How do I find my equity details in Carta to add an equity grant?
- What do I do if I want to transfer more money over later?
- How do you make money?
- How do I edit my equity details on Secfi?
- How do I remove a company from my list of assets?
- What is the value of having an ongoing financial advisor?
- Is there a minimum to be a wealth client?
- How do I request financing to exercise my stock options?