Mandate & appetite
- Preferred strategies
- Fixed IncomeCore
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
SoFi Wealth LLC, founded in 2013 and based in San Francisco, is a Registered Investment Adviser focusing on providing comprehensive financial planning and asset management services across equities and fixed income. The firm aims to serve a broad client base, utilizing innovative strategies to manage investments effectively.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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