Properties (59)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:customerService |
client inquiries
|
| gptkbp:established |
2011
|
| gptkbp:has_a |
investor engagement
|
| gptkbp:has_a_focus_on |
financial wellness
long-term investment growth |
| gptkbp:has_a_mission_to |
empower individuals financially
|
| gptkbp:has_partnerships_with |
financial institutions
|
| gptkbp:hasRelatedPatent |
investment management
|
| gptkbp:headquarteredIn |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
SoFi Wealth
|
| gptkbp:is_accessible_by |
web_platform
|
| gptkbp:is_aimed_at |
young professionals
|
| gptkbp:is_available_in |
desktop and mobile devices
U.S._residents |
| gptkbp:is_designed_to |
beginner investors
users achieve financial goals |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission_(SEC)
|
| gptkbp:is_involved_in |
impact investing
sustainable investing initiatives |
| gptkbp:is_known_for |
user-friendly interface
low fees transparent pricing model flexible investment options |
| gptkbp:is_part_of |
digital finance trend
SoFi_ecosystem SoFi's_broader_financial_services_offerings |
| gptkbp:is_recognized_for |
customer-centric approach
innovative financial solutions |
| gptkbp:loyaltyProgram |
new clients
|
| gptkbp:offers |
financial planning services
financial literacy programs retirement accounts financial education resources automated portfolio management robo-advisory services goal-based investing investment management services tax-loss harvesting customized investment strategies financial goal tracking retirement planning tools ESG investment options no account minimums investment options across various asset classes no advisory fees for certain accounts taxable investment accounts |
| gptkbp:provides |
personalized financial advice
portfolio diversification investment insights access to financial advisors market research and analysis automated investing automated rebalancing real-time portfolio tracking |
| gptkbp:receives |
positive customer reviews
|
| gptkbp:subsidiary |
gptkb:SoFi_Technologies,_Inc.
|
| gptkbp:targets |
millennials
|
| gptkbp:uses |
technology for investment management
|