Social Finance (SoFi):
An Online Personal Finance Company with Roots in Student Loans

Recently Released!!!
Date Published: January 27, 2022
Summary PowerPoint Deck: 45 Slides
Reference PowerPoint Deck: 86 Slides

Social Finance (SoFi) was founded by Ian Brady, Mike Cagney, James Finnigan, & Dan Macklin in 2011. Social Finance (SoFi) is based in San Francisco, CA. Social Finance (SoFi) has three offices, 1,902 employees, 2.9 million clients, 4.3 million accounts, $621.2 million revenues, & -$224.1 million net profits. Social Finance (SoFi) is led by its CEO Anthony Noto. Social Finance (SoFi) is a public company trading on NASDAQ under the symbol SOFI. Its web site can be found at

This research addresses the key historical phases of Social Finance (SoFi), including:
  • Early Phase
  • Capital Raising Phase
  • Restaffing Phase
Its profile includes the key statistics of the company, including its number of offices, employees, clients, accounts, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Lending
  • Technology Platform
  • Financial Services

And its profile concludes with the highlights of its organizational structure & ownership.

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