When I was at risk of losing my options…
When I was at risk of losing my options Secfi really stepped up and helped me do something that would have been impossible for me to do on my own. They helped me change my life.
By Donall O.
Tuesday, November 10, 2026 · Customer reviews of US businesses
The Fair Hearing score
Great
14 reviews
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Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Secfi is one of the leading providers of equity planning, stock option financing, and wealth management for tech employees and founders. Offering a digital platform for equity planning, 1:1 financial advice, ongoing investment management, and tools like equity planners and tax calculators, Secfi helps clients maximize the value of their equity compensation and own a stake in the company they helped build.
Secfi (secfi.com) has 14 customer reviews on The Fair Hearing, with an average rating of 4.4 out of 5.
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When I was at risk of losing my options Secfi really stepped up and helped me do something that would have been impossible for me to do on my own. They helped me change my life.
By Donall O.
My advisors are super helpful, responsive, and knowledgeable; it truly feels like I can rely on them.
By Daniel
Chris has been extremely helpful and responsive
By Aaron S.
The experience with Secfi was great. My company had an imminent IPO, so there were a number of quick deadlines, which they were able to navigate and make sure things were done in time. Exercising before the IPO allowed me to be able to have more flexibility with the shares I had, instead of being forced to do a cashless exercise. Plus, the team was super helpful, available and knowledgeable.
By Tech W.