United States · 
What does SoFi invest in?
SoFi invests most often at Seed and Series D (67% of the rounds on record), in sectors such as FinTech, Financial Services and Life Insurance.
SoFi highlights
- 01
1 cheques in the last 12 months
- 02
Mostly Seed and Series D: 67% of its rounds
What they do
- Type
- Corporate VC (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- FinTechFinancial ServicesLife Insurance
- Based in
- San Francisco, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first4 appearances
- 2026
1 round
- Jun
- 2025
1 round
- Sept
- 2018
2 rounds
- Aug
- Feb
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration2 named
CLCandice Lee GilmanChief Compliance OfficeriForm ADV
RBRyan BurkePresidentiForm ADV
We also hold 11 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$2.0Bassets it managesOct 2026
13+funds on filenumbered funds in its name
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- SOFI Wealth LLC
- SEC number
- CRD 167958