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Self Financial Stock (SEFI)

Venture-Backed fintech startup that helps customers build credit and save money

A credit score analysis software designed to offer loans

About Self Financial Stock

Founded

2015

Headquarters

Austin, TX, US

Total Funding

128M

Industries

Software, Artificial Intelligence, Data and Analytics

Self Financial claims to be a credit-building platform working to increase economic inclusion and financial resilience through products that make building credit accessible. The company provides tools necessary for building on-time payment history and responsible use of credit, in collaboration with issuing banks services for those who are new to credit or who might not have access to traditional financial products. The company also offers rent and utility payment reporting through RentTrack and LevelCredit, which Self acquired in February 2022.

Self Financial was formerly known as Self Lender. The company was founded by Conor Swanson and James Garvey in 2015 and is based in Austin, Texas. Notable investors include Altos invests, Meritech Capital, Conductive Ventures, and Silverton Partners.

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Investors in Self Financial

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Self Financial Management

Leadership team at Self Financial

Chief Executive Officer

James Garvey

Chief Financial Officer

Adam Chibib

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How to invest in Self Financial stock?

Accredited investors can buy pre-IPO stock in companies like Self Financial through EquityZen funds. These investments are made available by existing Self Financial shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Self Financial stock?

Shareholders can sell their Self Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 330K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

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