Donall O.
When I was at risk of losing my options…
When I was at risk of losing my options Secfi really stepped up and helped me do something that would have been impossible for me to do on my own. They helped me change my life.

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
Showing 12 reviews with 5 stars · Clear filters
Donall O.
When I was at risk of losing my options Secfi really stepped up and helped me do something that would have been impossible for me to do on my own. They helped me change my life.
Daniel
My advisors are super helpful, responsive, and knowledgeable; it truly feels like I can rely on them.
Aaron S.
Chris has been extremely helpful and responsive
Tech W.
The experience with Secfi was great. My company had an imminent IPO, so there were a number of quick deadlines, which they were able to navigate and make sure things were done in time. Exercising before the IPO allowed me to be able to have more flexibility with the shares I had, instead of being forced to do a cashless exercise. Plus, the team was super helpful, available and knowledgeable.