Secfi

Founded: 2017 · San Francisco, United States · 11-50 employees · Private

About Secfi

Secfi is a financial platform that provides equity planning, financing, and wealth management solutions for startup employees and founders. They offer tools, 1:1 guidance with licensed equity strategists, and non-recourse financing to help individuals understand, maximize, and unlock the value of their stock options and equity.

Company Details

Website: https://secfi.com
Funding: Total $719M, including $7M in equity funding (Seed and Series A) and $700M in debt financing from Serengeti Asset Management.

Certifications

FINRA licensed broker-dealer
ERA regulated by the Securities and Exchange Commission
ISO 27001 (AWS data centers)
PCI DSS (AWS data centers)

Products & Solutions (1)

Product	Category	Sub-Category	Description
Secfi	finance	Financial Planning & Analysis	Unlock your equity. Maximize your financial future.