# SecureSplit

The financial operating system for divorce professionals.

- Canonical URL: https://wefunder.com/securesplit
- Entity ID: wefunder:company:186077
- Last updated: 2026-10-28T23:54:29Z
- Generated at: 2026-10-29T12:30:38Z

## Quick facts
- Led by a 20+ yr financial planner & CDFA® with national network; prior company built & exited.
- 28 paying firms won in about two months of active selling, zero cancellations since July 1.
- Endorsed software of the Institute for Divorce Financial Analysts® (IDFA®).
- 51-jurisdiction SaaS saves hours and reduces costly errors for divorce pros.
- $50B+ U.S. divorce market with outdated, underserved financial tech solutions.
- Raising a $120,000 SAFE for integrations, SOC 2 Type II, and enterprise readiness.

## Active fundraises
- wefunder:fundraise:176705: 4(a)(6) open (USD)

## Story
The OpportunityDivorce is a massive financial market still running on outdated software.Every year, over 600,000 divorces are filed in the U.S., involving attorneys, mediators, CDFAs, financial advisors, and families making high-stakes financial decisions.Yet much of the financial workflow still depends on spreadsheets, manual calculations, state-by-state research, disconnected and antiquated software, custom templates, repetitive data entry, and time-consuming client reports.SecureSplit® is building the modern software layer for this workflow.The company estimates a $50B+ U.S. divorce legal and financial ecosystem, with 150,000+ family law attorneys, mediators, and financial professionals touching divorce cases.The ProductBuilt for complexity. Designed for clarity.SecureSplit® replaces fragmented tools with a single workflow for divorce professionals.Automated Calculations: Child support, spousal support, and asset-division calculations with jurisdiction-aware logic.Pension and Equity Compensation: Analyze equity compensation scenarios and establish the value of defined-benefit pensions with survivor elections, discount rates, and present-value analysis.Scenario Comparison: Compare settlement scenarios side by side across assets, support, expenses, and duration.Tax Impact Modeling: Tax impact modeling is live. Compare pre-tax and after-tax outcomes across settlement scenarios so clients can see what a proposal actually delivers after taxes.SecureSplit soft-launched on March 16, 2026, followed by a temporary pause in sales to address early product bugs and further improve the user experience. After hard-launching in late June, SecureSplit® has converted 28 paying firms in just a couple of months of active selling (growing monthly), with zero cancellations since July 1, 2026.Current billed MRR is growing sizably, to the tune of 39% MoM growth, along with 92+% retention (as of August 31, 2026).One enterprise contract is pending signature, with twelve further opportunities in the pipeline. SecureSplit® is also supported by partnerships with the Institute for Divorce Financial Analysts® (IDFA®) and the Divorce Financial Planning Training Center, which serve as important feeder channels for continued growth.The model compounds.A firm can start with one practitioner, add seats, expand workflows, and eventually move into an enterprise relationship.The company projects that at scale, 93% of revenue will come from the Professional, Pro Plus, and Enterprise tiers, with Enterprise representing approximately 50%.A consumer tier at $14.99 per month is planned and not yet live. It is designed to feed professional leads rather than carry revenue.How We Reach CustomersSecureSplit® acquires customers through a focused, professional-led B2B strategy:Direct sales to divorce law firms and professional practicesIDFA® endorsement and other professional networksAffiliate partnerships that expand referral-driven growthContent, digital marketing, and industry educationEnterprise partnerships with larger professional organizations and firmsSecureSplit's competitive advantage is domain depth combined with an integrated professional workflow that already covers all 51 U.S. jurisdictions for calculations, with court-ready forms live in 37 states and the remainder completing in December 2026.What We're Raising$120,000 SAFE · $10M post-money valuation cap · No discountWhy $120,000 and not more.SecureSplit® has been founder-funded to date, with approximately $440,000 committed by the founder. The company's model shows break-even reachable in March 2027 without this round, through a cumulative cash trough of about $126,000.This raise is sized to bridge that trough, not to fund experimentation. The core platform is built. State-specific calculators are live in all 51 jurisdictions, court-ready forms are live in 37 states with the remainder completing in December 2026, and tax impact modeling is live. What this money buys is the layer that turns a working product into an enterprise-ready business.The proceeds are intended to support:Integrations: Connect SecureSplit® to the CRM and financial planning systems firms already run, so the platform sits inside existing workflows rather than beside them.SOC 2 Type II: Complete the security certification that enterprise buyers and larger firm networks require before signing.In-house engineering: Move development from a contracted partner to internal capacity, so release speed and product knowledge stay with the company.Enterprise readiness and customer acquisition: Support the enterprise pipeline and build a predictable acquisition engine.Separate $75,000 and $50,000 SAFE rounds closed in an earlier, unrelated raise and are not part of this offering. There is no concurrent offering.Use of FundsEvery dollar has a job.Based on approximately $96,000 of expected net proceeds after the portal fee and offering-related filing, legal, and accounting costs:Financial TrajectoryThe near-term number that matters.The company's model projects cash-flow break-even in March 2027, through a cumulative trough of approximately $126,000. That path assumes spending holds roughly flat and does not depend on this round closing. This raise is intended to bridge the trough and accelerate the timeline, not to make break-even possible.Longer term, the five-year model projects revenue of approximately:The model assumes increasing enterprise contribution as integrations, security certification, and enterprise contracts are added.Important: These are management projections based on assumptions that may prove incorrect. They are not guarantees, forecasts of certainty, or commitments. Actual results will differ, potentially materially.RisksEarly-stage investing carries real risk.SecureSplit® is an early-stage company and is not yet profitable. The company depends on successful execution, customer acquisition, product development, and additional capital beyond this offering to fund its growth plan.Additional risks include:Revenue concentration. A significant share of current revenue comes from a small number of customers and from a single state.Enterprise readiness timing. Integrations and SOC 2 Type II certification are not complete. Enterprise buyers commonly require both, and delay in either would postpone enterprise revenue.No executed enterprise contract. One contract is pending signature. None is executed or billing today.Engineering dependency. Development is delivered through a contracted partner rather than in-house staff.Channel concentration. Distribution depends substantially on the IDFA® endorsement. Losing it would harm growth.SAFE risk. A SAFE is not stock. It carries no voting rights, no dividends, and no ownership today. It converts only on a qualifying event that may never occur.Competition, customer retention, regulatory considerations, and data security also present material risk.An investment could result in the loss of your entire investment. The complete risk factors are contained in the company's Form C and should be reviewed before investing.FAQWhat are the investment terms? SecureSplit® is raising $120,000 through a SAFE with a $10 million post-money valuation cap and no discount rate, under Delaware law.What is a SAFE, and what do I actually own?A SAFE is a Simple Agreement for Future Equity. You are not buying stock today. You are buying the right to receive equity later, if and when a qualifying financing or liquidity event occurs. Until then you hold no shares, no voting rights, and no dividends. If no qualifying event ever occurs, the SAFE may never convert.Why are you only raising $120,000?The company has been founder-funded to date with approximately $440,000 committed, and its model shows break-even reach in March 2027 without this round. The raise is sized to bridge the projected cash trough of about $126,000 and fund integrations, security certification, and enterprise readiness, rather than to fund open-ended experimentation.What happens if the target is not reached?Regulation Crowdfunding offerings are all-or-nothing at the target amount. If the target is not met by the deadline, all investor commitments are cancelled and funds are returned in full. No money is released to the company unless the target is reached.Is SecureSplit® already generating revenue?Yes. As of August 31, 2026, SecureSplit® had 28 paying firms and monthly recurring revenue, with zero cancellations since July 1, 2026.Has anyone else invested?The company previously closed a $75,000 and $50,000 SAFE with outside investors in a separate, earlier raise. Those offerings are closed and are not part of this one. The founder has committed approximately $440,000 personally.When would I see a return?There is no established timeline and no guarantee of any return. SAFEs convert only on a qualifying event such as a priced financing round, acquisition, or public offering. These are illiquid, long-horizon investments. You should be prepared to hold indefinitely and to lose the entire amount.What are the risks?SecureSplit® is an early-stage company and this investment involves significant risk, including the possible loss of your entire investment. Review the full risk factors in the Form C before investing.

## Team
- Jamie Lima (Co-Founder, CEO)
- Rajitha Rupani (Co-Founder, CXO/CCO)
- Franklin Mata (Chief Operating Officer)
- Sierra Davis (Director of Customer Success and Operations)
- Heather Trevino (Director of Sales)