Secfi
Your partner in equity planning.
Overview
Secfi helps startup employees understand and make the most of their stock options. The company offers a platform for equity planning, as well as financing solutions to help employees exercise their options and cover the associated taxes. Secfi's goal is to empower employees to make informed decisions about their equity.
✨ Key Features
- Equity Planning Tools
- Stock Option Financing
- Tax Modeling
- Wealth Management
- Educational Resources
🎯 Key Differentiators
- Comprehensive platform with planning tools and financing
- Focus on educating employees about their equity
- Wealth management services for post-liquidity events
Unique Value: Empowers startup employees to unlock the value of their equity through education, planning, and financing.
🎯 Use Cases (4)
✅ Best For
- Stock option financing for startup employees
- Equity planning and tax modeling
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking for a cap table management solution.
🏆 Alternatives
Offers a more holistic approach to employee equity by combining planning tools with financing and wealth management.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
Free tier: Free equity planning tools.
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