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SoFi

Founded 2011
San Francisco

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Group Sizes Serviced: This information is only available to authorized Shortlister users

Programs Offered

  • Financial Wellness Programs
        – Corporate Student Loan Programs
        – Financial Coaching Tools
        – Financial Education
        – Investment Advisors
        – Short-Term Loans


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SoFi

SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than half a million members fast access to tools to get their money right. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. Whether they’re looking to buy a home, save money on student loans, grow in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial independence as a result.

Value Proposition

SoFi’s size, market share, and financial strength: SoFi is a profitable company and
well-funded from our largest investor SoftBank. SoFi controls over 60% marketshare in student loan refinancing.
§ SoFi’s Brand: SoFi’s mission is to support our members and “Get Their Money Right.” We do this by doing what’s best for our members from live support (phone, email, chat), on-site events, robust education and technology, and free access to non-commissioned CFPs.
§ Customer support: SoFi employees over 600 plus customer service and operations
workers. We are well positioned to support our employers and their employees
24/7 on their time. Our CFP team can schedule one-on-one debt management counseling for your employees.
§ Education: SoFi’s education team publishes hundreds of articles per month and
builds robust technology tools like our Debt Navigator tool that allows an
individual to quickly enter in their student loan information and receive advice on
best re-payment programs whether that’s federal or private.
§ Welcome perks: Because SoFi underwrites our own loans, we can offer the most
competitive welcome bonuses.
§ Best-in-class products: Everything SoFi builds is for our members and employers. SoFi’s software can allow an employee to get answers quickly or take action.