SecFi
PrivateLast Round
Debt
5/18/2021
Total Funding Raised
$707M
Company Overview
SecFi, Inc. is a financial technology company that has developed a platform designed to assist startup employees and founders with equity planning, financing, and wealth management. The company provides educational resources, licensed equity strategists, and a suite of financing products to enable startup employees to exercise their stock options and own a stake in the companies they have helped build. SecFi offers non-recourse financing, which is backed by the stock options themselves, limiting personal risk for the employee. The firm operates through several wholly-owned subsidiaries, including Secfi Securities, LLC, an SEC-registered broker-dealer, and Secfi Advisory Limited, an SEC-registered investment adviser, to offer a comprehensive range of financial services.
Sector
FinTech
Verticals
Lending & Credit, Investment Platforms, Wealth Management, Personal Finance
Business Model
B2C
Customer Profile
Payment Processing Fee, Revenue Share, Marketplace Commission, Services & Consulting, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SecFi Comps
Public and private peers based on sector, stage, and business model.
SecFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 5/18/2021 | ||||
| Debt | 1/14/2020 | ||||
| Series A | 7/19/2019 | ||||
| Seed | 2/12/2018 |
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 | 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 |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about SecFi's valuation, stock price, and market status.
