Properties (78)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:brand |
gptkb:SoFi
|
| gptkbp:communityEngagement |
Financial_Education_Programs
|
| gptkbp:customerBase |
Feedback Mechanisms
Loyalty Programs Individual Investors Referral Programs Interactive Tools Engagement Strategies Streamlined Process Digital_Marketing |
| gptkbp:customerFeedback |
Satisfaction Surveys
|
| gptkbp:customerService |
gptkb:Net_Promoter_Score_(NPS)
Financial Planning Investment Seminars |
| gptkbp:customerSupport |
24/7 Customer Service
Dedicated Advisors Personalized_Communication |
| gptkbp:financialPerformance |
Performance Reviews
Risk-Adjusted Returns Benchmark Comparisons |
| gptkbp:financials |
gptkb:Certified_Financial_Planners
Estate Planning Mutual Funds Retirement Accounts Webinars Online Resources Wealth Accumulation Tax Optimization Investment Policy Statements Fee-Only Model Investment Basics Courses Stress Testing Portfolios Robo-Advisory_Services Holistic_Approach Budgeting_Software Goal-Based_Planning |
| gptkbp:focus |
Millennial_Investors
|
| gptkbp:founded |
2020
|
| gptkbp:funding |
Portfolio Diversification
$2 billion |
| gptkbp:hasResearchInterest |
Economic Forecasts
Market Analysis Reports |
| gptkbp:headquarters |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
SoFi Asset Management
|
| gptkbp:investmentFocus |
Retirement Planning
Risk Management Diversification Income Generation Community Workshops Long-term Growth Technology Sector Value Investing ESG Investing Market Trends Analysis Long-Term Value Creation Comprehensive Planning Passive Investing Growth and Income Mobile_App Personalized_Strategies Tactical_Asset_Allocation |
| gptkbp:keyPeople |
gptkb:Anthony_Noto
|
| gptkbp:market |
Leading Fintech Company
|
| gptkbp:mission |
To help people achieve financial independence.
|
| gptkbp:offers |
gptkb:Exchange-Traded_Funds_(ETFs)
|
| gptkbp:parentOrganization |
gptkb:SoFi_Technologies,_Inc.
|
| gptkbp:partnerships |
Various Financial Institutions
|
| gptkbp:performance |
Annual Returns
|
| gptkbp:portfolioCompany |
Active_Management
|
| gptkbp:regulatoryCompliance |
gptkb:Securities_and_Exchange_Commission_(SEC)
Fiduciary Duty |
| gptkbp:services |
Investment Management
|
| gptkbp:socialResponsibility |
Sustainable Investing
|
| gptkbp:targetMarket |
Retail Investors
|
| gptkbp:technology |
AI and Machine Learning
|
| gptkbp:type |
Registered Investment Advisor
|
| gptkbp:website |
www.sofi.com
|