Secfi
PrivateLast Round
Debt
May 18, 2021
Total Funding Raised
$707M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Secfi is a fintech company that provides equity planning, stock option financing, and wealth management services to startup employees and founders.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Vertical SaaS
Business Model
B2C
Customer Profile
Revenue Share, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Secfi Comparables
Compare Secfi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EquityBee | 83% | |
| Collective Liquidity | 81% | |
| Liquid Stock | 81% | |
Secfi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | May 18, 2021 | ||||
| Debt | Jan 14, 2020 | ||||
| Series A | Jul 19, 2019 | ||||
| Seed | Feb 12, 2018 |
Key People
Founding team and executive leadership
Secfi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Rucker Park Capital | Series A |
| Weekend Fund | Series A |
| Treville | Seed |
| Elefund | Series A |
| Serengeti Asset Management | Seed, Series A, Debt |
| FJ Labs | Series A, Seed |
| Social Leverage | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 24, 2026
Launched Maeve, an AI assistant for equity planning and wealth strategy.
- Apr 24, 2026
Platform now serves over 50,000 users.
Secfi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Secfi's valuation, stock price, and market status.