Secfi Advisory

We’re in the midst of launching Secfi Advisory which is a new business unit focused on providing 1:1 guidance with startup executives and employees. The service provides holistically financial planning with a focus on the employee’s biggest asset, their startup equity.

This has been in the making for many years. We’ve heard from clients starting in 2018 that they wanted more in-depth help and dedicated financial planners. As counter-intuitive as this sounds, startup employees are currently underserved. They do not have enough assets for traditional financial advisors to work with them so they are typically ignored until their companies go public.

The problem is most of the planning associated with an exit should be happening right now prior to an exit. There’s a huge opportunity for us right now and we plan on seizing it.

We launched our Secfi Advisory Beta program a couple of weeks ago and have already signed up many amazing startup operations and investors. As much as I’m excited about the number of clients, I’m more excited about the type of clients.

It’s been an exciting week for us at Secfi. My energy is at an all-time high right now and we plan to continue this momentum into Q3.