Sophi Inc
Finance and Accounting
SoFi Technologies, Inc. is a pioneering fintech company that provides finance and accounting services for banking and financial services, known for its innovative digital tools and member-centric approach.
Size
1K-5K
Private
100m-1b
Mission
To help members achieve financial independence.
About
SoFi Technologies, Inc. offers finance and accounting services along with billing & invoicing, financial planning & analysis, tax compliance & filing, and treasury & cash management for clients in banking and financial services. The company operates using an onshore model and supports clients primarily in the United States.
It is recognized for its commitment to financial empowerment, with a comprehensive suite of products designed to help members achieve financial independence.
Services
SoFi Technologies, Inc. provides finance and accounting services supported by billing & invoicing, financial planning & analysis, tax compliance & filing, and treasury & cash management. These services cover essential financial operations and are tailored to support clients' needs in managing their financial health effectively.
Capabilities
Billing & Invoicing
Financial Planning & Analysis (FP&A)
Tax Compliance & Filing
Treasury & Cash Management
Industries Served
The company serves clients in banking and financial services. It has experience supporting retail consumers and businesses with services aligned to industry-specific requirements and technology platforms that enhance financial management.
Unique Stregths
SoFi Technologies, Inc. is known for its innovative approach to financial services, offering clients a comprehensive suite of products that promote financial independence. Its approach includes a strong emphasis on security and member education, which helps deliver consistent and reliable financial solutions.
Delivery Footprint
Headquartered in the United States, the company operates using an onshore delivery model. It serves clients primarily within the U.S., with teams working in a hybrid environment to meet diverse client needs.
Certifications
No items found.
Verticals
Banking & Financial Services
Insurance
Clients
No items found.
What's the main service provided by
Sophi Inc
?
Sophi Inc specializes in providing finance and accounting services, focusing on essential areas such as billing and invoicing, financial planning and analysis (FP&A), tax compliance and filing, as well as treasury and cash management. These services are designed to help clients manage their financial operations effectively and enhance their overall financial health.
What additional services does
Sophi Inc
provide?
When was
Sophi Inc
founded?
Sophi Inc was established in 2008, which means it has been operating for approximately 16 years. Since its inception, the company has dedicated itself to delivering innovative financial solutions and services to its clients.
What industry verticals does
Sophi Inc
serve?
Sophi Inc primarily serves the Banking & Financial Services and Insurance sectors. Its expertise in these industries allows the company to provide tailored solutions that meet the specific demands of financial institutions and related businesses.
What delivery model does
Sophi Inc
offer?
Sophi Inc operates using an onshore delivery model, meaning that its services are provided from within the same country as its clients, primarily the United States. This approach allows for closer collaboration and communication, ensuring that clients receive timely support and solutions tailored to their needs.
How many employees and/or seats does
Sophi Inc
have?
Sophi Inc has a workforce of approximately 1,000 to 5,000 employees. This range indicates a sizable team capable of handling diverse client requirements while maintaining a strong focus on service quality and operational efficiency.
Can
Sophi Inc
be considered a good service provider for startups?
While Sophi Inc has a robust service portfolio, its offerings may be more suited to mid-sized businesses rather than startups. Startups often require highly flexible and cost-effective solutions, which may be harder to achieve with a company of Sophi Inc's scale and focus. However, if a startup is in the financial services sector and seeks comprehensive financial management solutions, Sophi Inc could still provide valuable services.
Can
Sophi Inc
be considered a good service provider for SMBs?
Sophi Inc appears to be a strong service provider for small and medium-sized businesses (SMBs). With its broad range of financial services and a sizable workforce, the company is well-positioned to support the growth of SMBs by offering scalable solutions that can adapt to their evolving financial needs. Their expertise in finance and accounting makes them a reliable partner for SMBs looking to enhance their financial operations.
Can
Sophi Inc
be considered a good service provider for enterprises?
Sophi Inc is a suitable provider for enterprises and large companies, particularly in the banking and financial services sectors. Their substantial workforce and comprehensive suite of financial services allow them to deliver sophisticated solutions that meet the demands of larger organizations. The onshore delivery model further enhances their reliability, ensuring that enterprises receive consistent support and tailored financial management solutions.
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