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SoFi
SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more. CFL #6054612; NMLS #1121636 (www.nmlsconsumeraccess.org) Advisory services through SoFi LLC, a registered investment advisor. SoFi Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. SoFi Money™ is offered through SoFi Securities LLC, member FINRA/SIPC.
San Francisco, California, US
Public
$2.5B Revenue
http://www.sofi.com
6.8K Employees
SOFI Ticker
Upstart
Upstart (NASDAQ: UPST) is the leading AI lending marketplace, connecting millions of consumers to more than 100 banks and credit unions that leverage Upstart’s AI models and cloud applications to deliver superior credit products. With Upstart AI, lenders can approve more borrowers at lower rates while delivering the exceptional digital-first experience customers demand. More than 90% of loans are fully automated, with no human intervention by Upstart. Founded in 2012, Upstart’s platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small-dollar “relief” loans. Upstart is based in San Mateo, California. Upstart Network, Inc. NMLS #936133 | All mortgage lending conducted by Upstart Mortgage, LLC. NMLS #2443873 nmlsconsumeraccess.org
San Mateo, California, US
Public
$628.8M Revenue
http://www.upstart.com/our-story
1.9K Employees
UPST Ticker
Betterment
Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/
New York, New York, US
Private
$274.3M Revenue
http://www.betterment.com
670 Employees

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