Secfi logo — We work with startup employees to provide equity planning, s...

Secfi

We work with startup employees to provide equity planning, stock option financing, and wealth management.

Founded 2017 United States New York, United States 31 employees Series A Total: $719.00M Financial Services, Fintech +1

General Information

Company Name Secfi
Founded Year 2017
Location United States New York, United States +2
Employees 31
Industries Financial Services, Fintech, Wealth Management
Funding Stage Series A
Social

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Actively Hiring Sep 17, 2026

Hiring for 3 positions in the last 30 days.

AI Insight

Bounce Watch AI
1 week ago

Secfi is demonstrating a period of stable, albeit measured, growth, with only two open job positions highlighted in September 2026. This limited hiring activity, coupled with the absence of further recent news or funding events since 2022, suggests a current strategic focus on operational stability and sustained organic development rather than aggressive expansion. It indicates a mature Series A company potentially optimizing its current resources.

Signal Types
Hiring
Strategic Labels
Operational Stability Measured Growth Targeted Recruitment
Next Move: Fundraising
·
Impact: 3/10
·
Ideal For: Fintech VCs — Series B

About Secfi

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.

Taxonomy: Equity Planning, Stock Option Financing, Wealth Management, Tech Employees Services, Pre-IPO Companies, Digital Platform, Portfolio Valuation Tracking, Equity AI Planner, Equity Compensation, Startup Education, FinTech, Investment Management, Equity Strategists

Services & Products

Liquidity Solutions for Employees
Full-Service Wealth Management
Secfi Asset Management
Equity and Tax Planning Tools
Equity Education Resources

Target Customers

Employees Executives Investors Tech Professionals Shareholders of Innovative Companies

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 4
Investor Investor Investor
•••• ••••
01 Jan 2022
Debt Financing •••••• 1
Investor
01 May 2021
Debt Financing •••••• 1
Investor
01 Jan 2020
Series A •••••• 9
Investor Investor Investor Investor Investor Investor
•••• ••••
01 Jul 2019
Seed •••••• 3
Investor Investor Investor
01 Feb 2018

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FAQ About Secfi

We work with startup employees to provide equity planning, stock option financing, and wealth management.
Secfi was founded in 2017.
Secfi is headquartered in New York, United States.
Secfi operates in the following industries: Financial Services, Fintech, Wealth Management.
Secfi has approximately 31 employees.
Secfi has completed 5 funding rounds, raising a total of $719.00M. The latest funding stage is Series A.
Secfi offers: Liquidity Solutions for Employees, Full-Service Wealth Management, Secfi Asset Management, Equity and Tax Planning Tools, Equity Education Resources.
Top alternatives and competitors to Secfi include incentiv, Stockash, CFT Capital Partners, Independent Franchise Partners, LLP, Carta. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Secfi and incentiv are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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