About Secfi
Secfi is a company based in San Francisco (United States) founded in 2017 by Wouter Witvoet.. Secfi has raised $7 million across 4 funding rounds from investors including Social Leverage, FJ Labs and Serengeti Asset Management. Secfi offers products and services including Secondary Sale, Non-Recourse Financing, Secfi Wealth, AMT Calculator, and Equity Planner. Secfi operates in a competitive market with competitors including Vested and Collective Liquidity, among others.
- Headquarter San Francisco, United States
- Founders Wouter Witvoet
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$7 M (USD)
in 4 rounds
-
Latest Funding Round
$150 M (USD), Debt – Conventional
May 18, 2021
-
Investors
Social Leverage
& 10 more
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Secfi
Secfi offers a comprehensive portfolio of products and services, including Secondary Sale, Non-Recourse Financing, Secfi Wealth, AMT Calculator, and Equity Planner. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Enables selling stock options or shares through a buyer network.
Provides cash for stock options with repayment tied to company exit.
Offers personalized financial planning for equity compensation holders.
Helps calculate taxes on incentive stock options accurately.
Assists in deciding when to exercise or sell stock options.
Unlock access to complete
Funding Insights of Secfi
Secfi has successfully raised a total of $7M across 4 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $150 million completed in May 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Debt – Conventional — $150.0M
-
First Round
First Round
(12 Feb 2018)
- Investors Count 11
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2021 | Amount | Debt – Conventional - Secfi | Valuation |
investors |
|
| Jan, 2020 | Amount | Debt – Conventional - Secfi | Valuation |
investors |
|
| Jul, 2019 | Amount | Series A - Secfi | Valuation | Room40 |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Secfi
Secfi has secured backing from 11 investors, including venture fund and angel investors. Prominent investors backing the company include Social Leverage, FJ Labs and Serengeti Asset Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Private equity investments are managed in the United States.
|
Founded Year | Domain | Location | |
|
Venture capital firm focused on marketplaces, gaming, web3, fintech, and multiple sectors
|
Founded Year | Domain | Location | |
|
Venture capital firm and fund of funds focused on fintech, Adtech, and multiple sectors
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Secfi
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Secfi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Secfi Comparisons
Competitors of Secfi
Secfi operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vested and Collective Liquidity, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Asset-backed loans are facilitated online using shares as collateral.
|
|
| domain | founded_year | HQ Location |
Liquidity solutions for wealth managers are delivered via technology platform.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Secfi
Frequently Asked Questions about Secfi
When was Secfi founded?
Secfi was founded in 2017 and raised its 1st funding round 1 year after it was founded.
Where is Secfi located?
Secfi is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Secfi?
Wouter Witvoet is the current CEO of Secfi. They have also founded this company.
Is Secfi a funded company?
Secfi is a funded company, having raised a total of $7M across 4 funding rounds to date. The company's 1st funding round was a Series A of $6M, raised on Feb 12, 2018.
What does Secfi do?
Secfi was founded in 2017 in San Francisco, United States, as a provider in the financial services sector focused on equity compensation. Services including options tax planning, exercise financing, and loans against private company stock are extended to clients. Trust and estate planning support is also available, alongside educational resources on equities. Operations center on advising employees and executives navigating stock option decisions.
Who are the top competitors of Secfi?
Secfi's top competitors include Vested and Collective Liquidity.
What products or services does Secfi offer?
Secfi offers Secondary Sale, Non-Recourse Financing, Secfi Wealth, AMT Calculator, and Equity Planner.
Who are Secfi's investors?
Secfi has 11 investors. Key investors include Social Leverage, FJ Labs, Serengeti Asset Management, Elefund, and Mike Gupta.