Private Market Insights
Value your private stock like a professional investor
Listed in categories:
Data & AnalyticsFintechAnalytics
Description
Secfi delivers liquidity and wealth management services to help employees and shareholders of innovative companies achieve their financial goals. Their flexible liquidity products assist in unlocking the value of pre-IPO shares while optimizing for taxes and long-term gains. Secfi also offers personalized financial planning and investment management to help clients grow and protect their wealth with confidence.
How to use Private Market Insights?
To use Secfi's services, clients can start by signing up on their website, where they can access various tools for calculating stock options, tax implications, and receive personalized financial advice tailored to their unique needs.
Core features of Private Market Insights:
1️⃣
Liquidity for pre-IPO shares and options
2️⃣
Personalized financial planning and guidance
3️⃣
Tax and equity planning tools
4️⃣
Stock option and AMT calculators
5️⃣
Tailored investment strategies
Why could be used Private Market Insights?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Employees looking to turn their equity into cash before an IPO | ✅ | |
| # 2 | Executives needing personalized financial planning and investment management | ✅ | |
| # 3 | Investors seeking guidance on stock options and equity compensation | ✅ | |
Who developed Private Market Insights?
Secfi was built with tech professionals in mind, focusing on providing solutions for navigating stock options and maximizing equity. They aim to meet clients where they are, whether at a private startup or a public company, offering personalized strategies that fit individual financial needs.