SoFi Financial Advisor Review
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Social Finance, Inc., known as SoFi®, is an online lender that provides student loan refinancing, personal loans, mortgage loans, online trading, and wealth management services. Headquartered in California and founded in 2011, the company originally focused on student loan refinancing and has branched out into additional areas of personal finance.
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Our Partner
- Members receive financial advice from real advisors
- Open an account with as little as $50
- Automated rebalancing
- Just a Slice of Stock or ETF - Invest for as little as $1
- Rollover existing accounts into a SoFi Wealth retirement account
- Hybrid model - guidance from actual advisors to assist with portfolios maintained by robo-advisor
