Secure your place at the Digiday Publishing Summit in Vail, March 23-25
Score another for financial inclusion.
SoFi’s announcement that it’s offering wealth management services to a broader range of customers Tuesday may be a sign the startup is growing its business lines to compete with the big banks. The target is the 25 to 40-year old professionals who are ignored by traditional wealth managers and often stuck with high minimums if they want the advice of a professional.
“SoFi is the only wealth management offering at this low price point to offer unlimited access to non-commissioned, licensed financial advisors, who are available via phone or chat, which certainly makes it more accessible to those who otherwise have been ignored,” said John Gardner, general manager of SoFi Wealth.
More in Marketing
Middle East conflict casts shadow of global ad outlook
The ad market had questions about 2026. Now, it has more.
Sephora announces partnership with F1 Academy
As the official beauty retail partner of the series, the beauty giant will appear on a dedicated Sephora-branded car.
Customer reviews become a key battleground as AI revolutionizes product discovery
AI Platforms like ChatGPT and Perplexity are reshaping how customers discover products online.