SoFi Wealth Management

GPTKB entity

Statements (60)
Predicate Object
gptkbp:instanceOf gptkb:Insurance_Company
gptkbp:associated_with gptkb:SoFi_Invest
gptkbp:established 2011
gptkbp:has Investment Options
Low Fees
Investment Advisors
Educational Webinars
Client Reviews
No Account Minimums
Customer_Support_Services
Mobile_App
User-friendly_Interface
gptkbp:has_a_focus_on Client Satisfaction
gptkbp:headquarteredIn gptkb:San_Francisco,_California
https://www.w3.org/2000/01/rdf-schema#label SoFi Wealth Management
gptkbp:is_a_member_of gptkb:Financial_Industry_Regulatory_Authority
gptkbp:is_aimed_at Young Professionals
gptkbp:is_available_in gptkb:United_States
Website and Mobile App
gptkbp:is_designed_to Long-term Investors
gptkbp:is_governed_by gptkb:Securities_and_Exchange_Commission
gptkbp:is_involved_in Financial_Technology_Innovations
gptkbp:is_known_for User Engagement
Transparent Pricing
Innovative_Financial_Products
Accessible_Financial_Advice
gptkbp:is_part_of gptkb:SoFi_Technologies,_Inc.
Fintech_Industry
gptkbp:is_recognized_for Customer-centric Approach
Innovative_Solutions
gptkbp:offers Retirement Accounts
Market Analysis
Investment Research Tools
Financial Tools
Retirement Planning Tools
Automated Investing
Wealth Building Strategies
Tax-advantaged Accounts
Financial Goal Tracking
Customizable Portfolios
Socially Responsible Investing Options
Tax-loss Harvesting
Financial_Education_Resources
Investment_Strategies
Robo-Advisory_Services
Investment_Management_Services
Comprehensive_Financial_Services
gptkbp:provides Investment Education
Portfolio Diversification
Risk Assessment Tools
Investment Insights
Goal-based Investing
Investment Recommendations
Investment Performance Tracking
Wealth_Management_Solutions
Financial_Planning_Services
Personalized_Investment_Strategies
Investment_Portfolio_Management
gptkbp:subsidiary gptkb:SoFi_Technologies,_Inc.
gptkbp:targets gptkb:Millennials