Barry
Very positive
Very positive - clear, direct and responsive.

Secfi is one of the leading providers of equity planning, stock option financing, and wealth management for tech employees and founders. Offering a digital platform for equity planning, 1:1 financial advice, ongoing investment management, and tools like equity planners and tax calculators, Secfi helps clients maximize the value of their equity compensation and own a stake in the company they helped build.
Secfi (secfi.com) has 14 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
14 approved reviews, newest moderated first
Barry
Very positive - clear, direct and responsive.
DC
The team is highly knowledgeable and they make sure that you understand exactly what is happening, in an easy to digest format. They are available to answer as many questions as you have live and don’t put any pressure on you to proceed if you are not comfortable. The process of completing the transactions is straightforward and the Secfi team does all the legwork… a white glove service through what could be a confusing and complicated.
Rick C.
John Klinger and his team were very professional, insightful, and helpful. I felt they were my business partner through this entire process.
Bryan
SecFi is several cuts above the rest of the liquidity providers in the secondary space. Client service, speed, transparency, genuine partnership and the best financial terms all stood out. All of this led to a high degree of trust between their team and me and that ultimately led to me selecting them over EquityBee, Forge, EquityZen, Hiive, Liquid Stock and others. I would strongly recommend speaking with John Klingler and team if you are exploring liquidity for your equity.
Tim
Great and responsive service. I was introduced to SecFi via LinkedIn connection and then after quick initial steps the process was started.
Mellee
Natalie was patient and helpful as she guided me through the process.
Adam R.
Very good responsiveness, communication, and diligence throughout the process. I recommended it to my other pre-ipo colleagues/friends, which is a testament to my experience with secfi.
Mike O.
The people. Everyone was so patient, attentive and consultative. You could tell everyone involved genuinely cared.