# SoFi: portfolio, investments and team > SoFi is a corporate vc based in United States. 4 investments on record, 1 in the last 12 months, latest Jun 2026. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/sofi (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # SoFi Last cheque observed Jun 2026; 4 cheques on record. Email Corporate VC Deploying now Seed Series D Series F FinTech Financial Services Life Insurance Follow SoFi and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fsofi) Deploying now **50%** of best year **1** **cheques in 12 months**, 4 on record Since the last cheque **147** days **00** hrs **00** min **00** sec Median round **$65M** Rounds led **0 of 4** Pitch SoFi ## 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:** FinTech Financial Services Life Insurance - **Based in:** San Francisco, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **4 appearances** - **2026** 1 round - **Jun** **[Digital Asset](https://millionrounds.com/company/digital-asset)** Series F · US · SC Ventures **$355M** With 28 others - **2025** 1 round - **Sept** **[Zerohash](https://millionrounds.com/company/zerohash)** Series D · US · Ventureburn **$104M** With 6 others - **2018** 2 rounds - **Aug** **[Knewton](https://millionrounds.com/company/knewton)** US · FinSMEs **$25M** With 5 others - **Feb** **[Blockfi](https://millionrounds.com/company/blockfi)** Seed · US · FinSMEs **$1.6M** With 5 others 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 registration **2 named** CL **Candice Lee Gilman** Chief Compliance Officer i Form ADV RB **Ryan Burke** President i Form 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 **$2.0B** assets it manages Oct 2026 **13+** funds on file numbered funds in its name **Registered** investment adviser full reporting to the SEC - **Legal name:** SOFI Wealth LLC - **SEC number:** CRD 167958 ## The cheque Seed Series D Series F Median round joined **$65M** the round, not its cheque Led 0 of 4 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Jun 2026 Rounds by stage said on their site - Seed *1* - Series D *1* - Series F *1* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Apollo](https://millionrounds.com/fund/apollo-global-management) 2 **Pitching SoFi?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as SoFi. A count of rooms they were both in, not a relationship either has claimed. [**Apollo** Private equity **2** rounds together](https://millionrounds.com/fund/apollo-global-management) ## Recently backed The latest companies SoFi put money into. [**Digital Asset** $355M · Jun 2026](https://millionrounds.com/company/digital-asset)[**Zerohash** $104M · Sept 2025](https://millionrounds.com/company/zerohash)[**Knewton** $25M · Aug 2018](https://millionrounds.com/company/knewton)[**Blockfi** $1.6M · Feb 2018](https://millionrounds.com/company/blockfi) ## Quick answers about SoFi ### 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. ### How active is SoFi? 4 investments on record, 1 of them in the last 12 months. The most recent was in Jun 2026. ### What has SoFi invested in recently? Its most recent investments on record: Digital Asset (Series F, Jun 2026), Zerohash (Series D, Sept 2025) and Knewton (Undisclosed round, Aug 2018). ### How big are SoFi's cheques? The median round it joins is $65M. ### Is SoFi investing now? Yes: it is actively investing, with 1 investments in the last 12 months. ### Who does SoFi invest alongside? Most often Apollo (2 rounds together). ### What kind of investor is SoFi? SoFi is a corporate VC based in San Francisco, United States. ### How much does SoFi manage? About $2.0B, as regulatory assets under management (Oct 2026). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=sofi) · [Is this your firm? 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