Secfi

Finance & Accounting Free · from $0/mo

About Secfi

Secfi helps startup employees make sense of their equity compensation—stock options, RSUs, and ESPPs—by providing tools to model tax implications, exercise options, and plan liquidity events. It's built for people who have paper wealth tied up in private company shares.

What it does

Users connect their equity accounts or enter grant details, and Secfi runs scenarios on exercise costs, tax bills (including AMT), and potential sale outcomes. It also offers financing to cover exercise costs and connects users with tax advisors.

Best for

Startup employees with stock options unsure about tax impact
Early-stage hires managing multiple equity grants
Anyone planning an IPO or acquisition liquidity event

Strengths

AMT calculator specific to incentive stock options (ISOs)
Financing options to exercise options without upfront cash
Scenario modeling for different exit valuations

Key features

Equity dashboard — View all grants in one place with vesting schedules
Tax modeling — Estimate AMT, capital gains, and ordinary income
Exercise financing — Loans to cover strike prices and taxes
Scenario planner — Compare outcomes at different company valuations
Advisor network — Connect with CPAs and tax specialists

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