SoFi Technologies, Inc.

San Francisco, USAwww.sofi.com1expert edge

Online personal finance platform offering student/auto loan refinancing, mortgages, personal loans, credit cards, and investment services; reports $1.2B+ quarterly revenue with Galileo/Technisys technology platform serving financial institutions.

Why interesting to a deal team

Steven Freiberg's Vice Chairman role since 2021 and prior E*TRADE/Citigroup experience provide PE board expertise. SoFi's multi-product platform and $1.2B quarterly revenue demonstrate diversified fintech lending scaling.

Experts connected to this company

Steven FreibergVice Chairman of the Board of Directors since 2021

Steven Freiberg

Vice Chairman of Board of Directors

SoFi Technologies, Inc.

AdvisorNew York

A former Citigroup Global Consumer Group CEO and E*TRADE CEO who now chairs and advises across a live specialty-finance and fintech board portfolio, including SoFi and a TowerBrook portfolio company.

Sources

Name + firmPrimary
investors.sofi.com/overview/default.aspx
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sec.gov/Archives/edgar/data/1818874/000181887425000180/sofi-20250630.htm
Name + firmPrimary
sofi.com

Strongest evidenceName + firm3 public sourcesHow the grades work