Secfi Secondaries

We launched our Secfi Secondaries offering in early 2023 as our Advisory and Wealth clients had asked for it. While it will never be our primary business, having another revenue stream and product to offer our clients is a good thing especially for a small startup.

The brokerage and secondary business is definitely a tough one to be in however. You’re unfortunately bound to acting on what 3rd parties want to do and serve as effectively the middle man in the equation.

At Secfi, we always love working with clients who are open and want to be educated. We can serve as partners to our clients who are looking out for the best for them. More often than not, that’s who we end up working with on the secondary front to generate liquidity for our clients.

As we develop this new offering, we want to make sure to make this as great of an experience for our clients as possible. We’re going to do things that don’t scale at first and figure out how to best eliminate the pain points in the secondary process.

The first thing on the docket is making sure we work with the right partners who are committed so we can offer the best transparency to our clients. That’s easier said than done and it’ll be a big task.