SoFi Becomes $SOFI

Members,

At SoFi, our mission is to help our members achieve financial independence to realize their ambitions. 

That’s about more than just saving, or investing, or budgeting.

It’s about providing people with the tools to borrow, save, spend, invest, earn, and protect their money, all on one mobile app to get their money right. It’s about strengthening their personal financial infrastructure to live the life they want for themselves and for their family. 

Getting your money right requires more than a financial services provider, it requires a partner—a partner that is there for every major financial decision in our member’s life and all of the days in between. A new generation—raised online, made resilient by financial crises, but fundamentally optimistic about their futures—deserve a lifelong financial partner that can help them realize their aspirations. 

That’s why at SoFi our team has worked tirelessly to provide an ecosystem of products, rewards, and membership benefits that work together to help our millions of members get their money right. Building on our digital-first platform, SoFi is the only company providing a comprehensive suite of financial products all in one app. 

We offer everything from investing in fractional shares, robo accounts, and cryptocurrency, to student loan refinancing, personal loans, mortgages, and a credit card that helps you reduce your debt and, most recently, two day early paycheck into your SoFi Checking and Savings® account. We have and will continue to work to meet the broadest possible array of our members’ needs throughout each financial milestone in their lives. 

And as we become a publicly traded company, we look forward to leveraging the power of the public markets to fuel accelerated growth on behalf of our members.

I want to use this opportunity to thank our incredible team, our shareholders, and the members who show us every day what it means to Get Your Money Right®. Thanks to each of you, today we take our greatest step yet forward in fulfilling our mission and helping more people achieve financial independence.

– Anthony Noto, CEO

©2021 Social Finance, LLC All rights reserved.

SoFi Invest refers to the three investment and trading platforms operated by Social Finance, LLC and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.

1) Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-Registered Investment Adviser (“Sofi Wealth“). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC.

2) Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA(www.finra.org)/SIPC(www.sipc.org), (“Sofi Securities). Clearing and custody of all securities are provided by APEX Clearing Corporation.

3) Cryptocurrency is offered by SoFi Digital Assets, LLC, a FinCEN registered Money Service Business.

For additional disclosures related to the SoFi Invest platforms described above, including state licensure of Sofi Digital Assets, LLC, please visit www.sofi.com/legal.

Neither the Investment Advisor Representatives of SoFi Wealth, nor the Registered Representatives of SoFi Securities are compensated for the sale of any product or service sold through any SoFi Invest platform. Information related to lending products contained herein should not be construed as an offer or pre-qualification for any loan product offered by SoFi Lending Corp and/or its affiliates.

Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA(www.finra.org)/SIPC(www.sipc.org).

The SoFi Credit Card is issued by SoFi Bank, N.A. pursuant to license by Mastercard® International Incorporated and can be used everywhere Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.