Secfi B2B Case Studies & Customer Successes

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Secfi is trusted by thousands of startup employees for equity planning and financing. They’re the first to provide a proprietary suite of equity planning tools, 1:1 guidance with licensed equity strategists and a set of financing products that enable employees to own a stake in the company they helped build. They also provide company-wide education for startups at all stages to help their team make the best decision for their own situation. Currently, they have worked with employees from more than 80% of all U.S. unicorns.

Case Studies

Showing 6 Secfi Customer Success Stories

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Betterment unlocks employee liquidity with Secfi

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Canva unlocks equity liquidity and tax flexibility with Secfi

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Databricks Unlocks Liquidity and Option Exercise Flexibility with Secfi

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Flock Safety reduces equity tax burden with Secfi

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Grafana Labs employees unlock liquidity and option exercise flexibility with Secfi

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Huntress avoids the tender offer tax trap with Secfi

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