Join us on July 30 in NYC for a breakfast & panel
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
Walmart reveals soccer fans’ World Cup shopping habits
New data is from Walmart is showing that consumer shopping habits shifted during the 2026 World Cup.
Future of Marketing Briefing: What World Cup breakout stars Haaland and Zlatan can teach marketers about sports stardom
This year’s soccer darlings confirm the emergence of a new kind of sporting celebrity in direct conversation with fandom and social media.
Brands won this season of ‘Love Island USA’
Brands are eager to find their way into shows like Love Island USA and events that have become appointment viewing.