Proud to partner with Gusto to help demystify equity compensation!

Our own Brett Wysopal, CFP®, EA, ECA spoke to U.S. News & World Report about why donor-advised funds are a great way to give back, and boost your finances. Learn more about DAFs here: money.usnews.com/money/retireme…

Psst…have you checked out our Portfolio lately? 👀 We’ve made updates to gain more insights into your equity: 🤝Carta and Plaid integrations 📈Ability to track your current and historical equity value 🧐Compare your equity to similar, publicly traded companies

Have equity comp but worried about your taxes? 😭 Join us for a discussion with Adam Nash of Daffy about potential strategies to reduce your taxes — including giving back to the causes you care about. Reserve your spot! 👇 hello.secfi.com/tax-saving-str…

Have stock gains or equity comp but worried about your taxes? 😰 📆 Mark your calendars for our free webinar w/ Secfi Financial Planner Chris Arnold, CFP® & our CEO Adam Nash this Wed, Dec. 13 @ 12 pm PT. Sign up to learn strategies for maximizing your tax deductions ⬇️

Have stock gains or equity comp but worried about your taxes? 😰 📷Secfi Financial Planner Chris Arnold, CFP® & I are doing a webinar this Wed, Dec. 13 @ 12 pm PT. Sign up to learn strategies for maximizing your tax deductions 📷 hello.secfi.com/tax-saving-str…

Oh, hey! Long time no tweet. 👋 We’re back on X and better than ever—ready to bring fresh insights on equity, wealth management, and more. Excited to reconnect and get the conversation going!

Curious about the recent lack of tech IPOs? Vieje Piauwasdy breaks it down in our latest newsletter. 💡 #IPO #TechStartups #SecfiLearn linkedin.com/pulse/why-lack…

Rumors of an upcoming ServiceTitan IPO could mean big gains 🤩—and big taxes 🫠 for employees. That's why we’re launching a ServiceTitan IPO Guide in the coming weeks. Sign up now to get early access and personalized insights 👉 my.secfi.com/get-started/

What does an acquisition mean for your equity? linkedin.com/pulse/what-doe…

Secfi is hosting Prepare for the potential ServiceTitan IPO. Make sure to attend it on November 20. linkedin.com/events/prepare…

Secfi is hosting Prepare for the potential Wiz acquisition. Make sure to attend it on April 7. linkedin.com/events/prepare…

Secfi is hosting Prepare for the potential Figma IPO. Make sure to attend it on May 12. linkedin.com/events/prepare…

Exercising early? The 83(b) election could save you 💸 📉 Pay taxes on today's (lower) value 📈 Future gains may = long-term capital gains ⏳ Must file within 30 days Founders & early employees: This could be your tax-saving secret weapon.

Thinking about a cashless exercise? It could help you cover the cost of your stock options…but it could also lead to a bigger tax bill. Here’s what to know 👇

💡 Got stock options? Then your company has a 409A valuation. It sets the value of your shares and plays a big role in how your equity is taxed. Your strike price is set the day you get your grant. But your 409A? That changes as your company’s value shifts.

What’s a 409A? Quick breakdown + why it matters youtu.be/u-inckqyAkw?si… via YouTube

Secfi is hosting Gusto tender offer office hours with Secfi. Make sure to attend it on July 1. linkedin.com/events/gustote…

Non-Recourse Financing Explained in 30 Seconds youtu.be/y4hKLcJES7M?si… via YouTube

How to Sell Pre-IPO Stock Options Before Your Company Goes Public youtu.be/arVpkC7_4yQ?si… via YouTube