Secfi

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

General Information
Company Name
Secfi
Founded Year
2017
Location (Offices)
San Francisco, United States +3
Founders / Decision Makers
Number of Employees
26
Industries
Financial Services, Fintech, Wealth Management
Funding Stage
Pre Seed
Social Media

Secfi - Company Profile

Secfi, a **Financial Services, Fintech, and Wealth Management** startup based in the **United States**, was founded in **2017**. The company's **slogan** "We work with startup employees to provide equity planning, stock option financing, and wealth management," aligns with its **description** as a trusted partner for startup employees navigating equity planning and wealth management. Secfi has made a significant impact by pioneering the provision of a digital platform for equity planning, 1:1 financial advice, and ongoing investment management, as well as offering financing products that enable employees to own a stake in the companies they helped build. Notably, the company has collaborated with employees from over **90% of all U.S. unicorns** and built more than 30,000 equity plans worth a staggering **$48B in equity value**. Further advancing its mission, Secfi secured a **Pre Seed Round investment** on **April 14, 2023,** with **FJ Labs** as the lead **investor**. With its innovative approach and substantial market reach, Secfi presents an exciting opportunity for venture capitalists seeking to engage with impactful fintech and wealth management ventures. For those inspired by its vision, Secfi has announced its current hiring initiatives available at www.secfi.com/careers.

Taxonomy: equity planning, stock options, financial advice, investment management, startup, employee benefits, unicorns, private company valuation, equity financing, digital platform, employee ownership, company valuation, finance, technology

Funding Rounds & Investors of Secfi (5)

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Funding Stage Amount No. Investors Investors Date
Pre Seed Round Unknown 1 14 Apr 2023
Debt Financing $150.00M 2 18 May 2021
Debt Financing $550.00M 1 14 Jan 2020
Series A $6.00M 6 Mark Pincus, Jacob Gibson +1 19 Jul 2019
Seed Round $1.00M - 12 Feb 2018

Latest News of Secfi

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No recent news or press coverage available for Secfi.

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