Secfi
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
615 Battery St Fl 6, San Francisco, Cali...Website
www.secfi.comRevenue
$6.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
1
About Secfi
SecFi, Inc. provides software solutions. The Company offers application for option tax planning, exercise financing, and shareholder loans. SecFi serves customers in the State of California.Explore more
Secfi Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Secfi
$6.4M
51-200
Private
$706M
2017
JS
James SheehyChief Operating Officer & Co-Chief Investment Officer
Company Profile Activity
Activity Insights
Secfi is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Secfi is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Secfi.
Secfi financials insights
Gather financial insights about Secfi, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2019
Series A
$6M
2020
Private Equity
$550M
2021
Debt
$150M
Secfi Tech Stack
A closer look at the technologies used by Secfi
Most Recent Scoops
Award
Award, Software
Award
Left Company
Executive Move
Secfi has announced that Neha Ramdas, Vice President & Head of Sales & Client Success, has left the organization to join ModernLoop as Vice President & Head of Revenue.
Open Position
Award
Award, Employee Relations, Office Operations
Secfi News & Media
Secfi and Daffy.org Partner to Make Charitable Giving Seamless for Advisory Clients
SAN FRANCISCO--(BUSINESS WIRE)--Daffy, the modern platform and community for charitable giving, and Secfi, the leading equity planning, financing, and wealth management platform for startup employees, today announced a partnership allowing Secfi Wealth’s startup employees and executive clients to use Daffy to make donor-advised fund (DAF) contributions. Secfi Wealth, a registered investment advisor (RIA), offers personalized financial advice and investment management to those with startup equitSecfi State of Stock Options 2022: More than 24% of startups have reduced their fair market values, though equity still represents a significant financial opportunity for employees
SAN FRANCISCO--(BUSINESS WIRE)--Secfi, the leading equity planning and financing platform for startup employees, today published their annual State of Stock Options Report. Since 2017, Secfi has been the startup community’s leading equity advocate, and has worked with employees from 80% of all U.S. unicorns — helping them understand, maximize, plan, and provide cash to unlock the value of their employee stock options. More than 30,000 startup employees have used Secfi’s platform for equity planInside Secfi’s 2022 state of stock options equity report
An estimated 24% of startups on the Secfi platform reduced their fair market valuations in 2022, according to an internal analysis. Inside Secfi’s 2022 state of stock options equity report by Ram Iyer originally published on TechCrunchSecfi Joins Open Cap Table Coalition
SAN FRANCISCO--(BUSINESS WIRE)--Secfi, the leader in equity planning, financing and wealth management for start-up builders, has announced it is joining the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency, and portability of startup capitalization data. The working group includes leaders across the startup community, including venture capital firms, software providers, major law firms that advise emerging companies, and other
Read more news
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SecFi, Inc. provides software solutions. The Company offers application for option tax planning, exercise financing, and shareholder loans. SecFi serves customers in the State of California.... Read More
