New York, United States
Secfi, founded in 2017, is a prominent player in the Fintech sector, providing specialized financial services tailored to startup employees. Operating from its headquarters in the United States, Secfi’s mission is encapsulated in its slogan: "We work with startup employees to provide equity planning, stock option financing, and wealth management."
As one of the leading partners for pre-IPO companies, Secfi excels in offering equity planning and stock option financing to tech employees and founders. Its services extend to multi-family office wealth management specifically designed for high-net-worth individuals in the tech industry. The company's digital platform, including its innovative Equity AI planner Maeve, enables clients to maximize the value of their equity compensation.
Currently, Secfi serves employees from over 95% of U.S. unicorns, aiding over 60,000 individuals and managing $180 billion in equity value. Their most recent financial milestone includes a $12.00M Series A funding round on January 1, 2022, led by investors such as Social Leverage, FJ Labs, and Rucker Park Capital, signaling strong investor confidence.
Wealthsimple
