Secfi

WealthTechInvestment

Secfi is a pre-wealth management platform that helps private company employees and shareholders with equity & tax planning.

2017
Founded
9y
Age
$707M
Total funding
Investment
Area

Funding timeline

May 2021
Private Equity
$150M
Jan 2020
Venture - Series Unknown
$550M
Jul 2019
Series A - Secfi
$6M
Feb 2018
Seed Round - Secfi
$1M