Secfi

San Francisco, United States Founded: 2017 • Age: 9 yrs
Financial advisory and financing for stock options exercise are offered.

About Secfi

Secfi is a Financial Services company based in San Francisco (United States) founded in 2017 by Wouter Witvoet. Financial advisory and financing for stock options exercise are offered. Secfi has raised $7 million across 4 funding rounds from investors including Social Leverage, FJ Labs and Serengeti Asset Management. Its chief executive, as recorded, is Wouter Witvoet. Its website secfi.com draws about 40 thousand monthly visits. Secfi offers products and services including Secondary Sale, Non-Recourse Financing, Secfi Wealth, AMT Calculator, and Equity Planner. Its focus areas include FinTech, Alternative Lending, Online Lenders and Consumer Loans. Its competitors include Vested and Collective Liquidity; 2 of its 2 listed competitors have raised funding.

Company details

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.

  • Headquarters San Francisco, United States
  • Founders Wouter Witvoet
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website secfi.com
  • Social LinkedIn X
Key Metrics
  • Total Equity Funding
    $7M (USD)

    in 4 rounds

  • Latest Funding Round
    $150M (USD), Debt – Conventional

    May 2021

  • Investors

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.

Secondary Sale
Liquidity Service

Enables selling stock options or shares through a buyer network.

Non-Recourse Financing
Financing Service

Provides cash for stock options with repayment tied to company exit.

Secfi Wealth
Wealth Management

Offers personalized financial planning for equity compensation holders.

AMT Calculator
Financial Tool

Helps calculate taxes on incentive stock options accurately.

Equity Planner
Planning Tool

Assists in deciding when to exercise or sell stock options.

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 $7M
  • Total Rounds 4
  • Last Round Debt – Conventional β€” $150M
  • First Round $1M

    (Feb 2018)

  • Investors Count 11

All 4 funding rounds of Secfi with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
May 2021$150MDebt – Conventional––
Jan 2020$550MDebt – Conventional––
Jul 2019$6MSeries A–Room40
Feb 2018$1MSeed–Social Leverage, FJ Labs
–
Valuation history

11 investors in total: 7 institutional and 4 angel.

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.

All
Venture Fund
Angel
InvestorDescriptionFounded YearDomainLocation
Private equity investments are managed in the United States.
serengeti-am.comNew York, United States
Venture capital firm focused on marketplaces, gaming, web3, fintech, and multiple sectors
2007fjlabs.comNew York, United States
Venture capital firm and fund of funds focused on fintech, Adtech, and multiple sectors
2009socialleverage.comScottsdale, United States
Venture capital firm focused on fintech, enterprise, and consumer sectors
elefund.comMountain View, United States
Micro-venture capital fund investing in multiple sectors
weekend.fund
Room40 is recognized as an investment firm in crypto.
room40.xyz
Early-stage tech investments in the US are targeted by Coventure.
coventure.vcMiami, United States

Mike Gupta

unknown_3fdf92abd6db4f918

Mark Pincus

Founder of Zynga, active angel investor, focused on tech startups.
unknown_7774182ded7049db8

Jake Gibson

unknown_e0bbbd4a867f45959
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Investor details for Secfi

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
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Verified entity values are shown only after access is granted.

People of Secfi

12 people are tracked at Secfi (6 in leadership, 6 in team).

NameRoleGroup
Wouter Witvoet
Founder & CEOLeadership
Laurens Taylor-Clarke
Head of Tech RecruitmentLeadership
Jaime Moreno de los Rios
COOLeadership
Robin Stordeur
Director, Head Of Product & DesignLeadership
Frederik Mijnhardt
CEO & Co-founderLeadership
John Morrison
Chief Investment Officer (ocio)Leadership
Pinank Shah
Capital Markets And Investments ManagerTeam
Daniel Nahar Diniz
Investment AssociateTeam
Yang You
Senior Investment ManagerTeam
Lavinia Bonomo
ProductTeam
Luís Konrad
Principal Product DesignerTeam
Megan Yates
Senior Product ManagerTeam
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Complete people profiles for Secfi

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Timeline of Secfi

3 dated milestones of Secfi across 4 years, from founding to its latest funding, stage changes and deals.

  1. Founded Secfi is founded.
  2. Funding First funding round of $1.0M.
  3. Funding Latest funding round, Debt – Conventional, of $150.0M.

Competitors of Secfi

Secfi has 2 listed competitors in our database, 2 of them funded. They include Vested and Collective Liquidity.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
vested.co2017Boston, United States$4.2M60
Asset-backed loans are facilitated online using shares as collateral.
collectiveliquidity.com2021New York, United States$12M
Liquidity solutions for wealth managers are delivered via technology platform.
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Detailed competitors of Secfi

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Verified entity values are shown only after access is granted.

Web traffic of Secfi

The website of Secfi (secfi.com) receives about 39.8K visits a month.

  • Monthly visits
    39.8K

    ▲ 30.9% vs previous month

Similar websites

Websites whose visitors overlap most with Secfi. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
google.com
100%
85.8B#1View details
linkedin.com
97%
1.9B#18View details
reddit.com
94%
4.4B#9View details
instagram.com
87%
7.1B#4View details
onfolk.com
83%
3.9K#4,875,741View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 7 similar websites and full traffic analytics for Secfi

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  • 7 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Alternative Lending

3 companies that operate in the same segment as Secfi (Alternative Lending) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Diversified loans are provided via an AI-enabled online marketplace.
2012Palo Alto, California, United StatesUSD 128.65 MUSD 1.04 B1,190
Various consumer loans and financial services are offered online.
2011San Francisco, California, United StatesUSD 3.04 BUSD 4.77 B6,843
Credit score checking and comparison platform for financial products
2007San Francisco, California, United StatesUSD 869.77 M1,487
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Related news about Secfi

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Complete news archive for Secfi

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Frequently Asked Questions about Secfi

Secfi was founded in 2017 and raised its 1st funding round 1 year after it was founded.

Secfi is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Wouter Witvoet is the CEO of Secfi, as recorded in our data. They have also founded this 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 Seed of $1M, raised on Feb 2018.

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.

Secfi's top competitors include Vested and Collective Liquidity.

Secfi offers Secondary Sale, Non-Recourse Financing, Secfi Wealth, AMT Calculator, and Equity Planner.

Secfi has 11 investors. Key investors include Social Leverage, FJ Labs, Serengeti Asset Management, Elefund, and Mike Gupta.

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