Secfi

The leading financial advisor for tech people

San Francisco, United States · Founded 2017 · $7.0M raised

Employees
11–50
Founded
2017
Business Model
B2B
Website
secfi.com
Total Funding
$7.0M
Last Round
$6.0M Series AJul 2019
Rounds
2

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

About

Provides liquidity, financing, and wealth management for startup employees and executives to manage equity and stock options.

Summary

Secfi is a Fintech company based in San Francisco, United States, founded in 2017. It has raised $7.0M in total across 2 rounds, most recently a $6.0M Series A round in Jul 2019. Investors include Serengeti Asset Management, Social Leverage and Rucker Park Capital.

Tech & App Stack

4 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding History

Credit LineInvestment FacilityMay 2021
$150.0M

Sign up to see all 4 events

Funding: Seed through Series A. Amounts, valuations, and investors where available.

Investors

Similar Companies

Sixth Street Specialty LendingIPO

Sixth Street is a global investment firm managing over $130 billion in assets, focused on special...

San Francisco, United States1001–5000Financial Services, Fintech
Growth EquityTotal funding$4.4BNov 2022
LufaxIPO

Lufax Holding Ltd is a leading financial service platform in China empowering small and micro bus...

Shanghai, China10001+Fintech, Wealth Management
Venture RoundTotal funding$2.3BDec 2018
Du Xiaoman

Du Xiaoman is a Chinese fintech company offering online credit, mobile wallet, payment, and wealt...

Beijing, China1001–5000Fintech, Artificial Intelligence
Venture RoundTotal funding$1.9BApr 2018
Wealthsimple

Canadian online investment management platform offering automated investing, self-directed tradin...

Toronto, Canada1001–5000Fintech, Wealth Management
Series ETotal funding$1.8BOct 2025
Ualá

Neobank app providing payments, accounts, investments and loans to consumers in Argentina, Mexico...

Buenos Aires, Argentina1001–5000Banking, Fintech
Venture RoundTotal funding$1.5BJul 2026
Ant Group

Global fintech company operating Alipay and providing digital payment, wealth management, insuran...

Hangzhou, China10001+Financial Services, Fintech
Series CTotal funding$18.5BJun 2018

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

Secfi on Indexed.vc
<a href="https://indexed.vc/companies/secfi"><img src="https://indexed.vc/api/badge/company/secfi" alt="Secfi on Indexed.vc" width="260" height="76" /></a>