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Opening up SoFi NYC’s New Digs, and What’s Ahead in 2018

Earlier today, we hosted a breakfast for the press at our beautiful, new office space in New York City to talk about what the SoFi community accomplished in 2017 and a bit of what’s in store for 2018. Here’s a quick recap.

2017 Milestones and Achievements
• In 2017, we topped over 430,000 members and surpassed $25 billion in funded loans since our founding. We ended the year as a top ten sponsor of asset-backed securities deals, putting us among household names across financial services.

• Members sought out over 3,800 sessions with our Career team, and over 3,000 members attended SoFi events across the country, while nearly 40,000 of you visited and engaged with our exclusive member group on Facebook.

• We also made some important product advancements in response to what our members wanted most, including a fully integrated SoFi mobile app (iOS and Android), a special product just for medical residents, and an easy, low-fee way to invest online with SoFi Invest.

What’s Coming
• We know our members hate being dinged with fees to use their own money, hate the bad technology banks use today, and hate that banks make way more money off of deposits than they do. That’s why we’ll be introducing SoFi Checking and Savings, a simple, seamless, checking and savings account with personalized, comprehensive tools for saving and spending. SoFi Checking and Savings also has high interest, bill pay, mobile check deposit, and no account fees (subject to change).

• SoFi Invest had a great start in 2017, but our plans for 2018 are even more ambitious. We’re the only product on the market today that offers robo-investing and unlimited access to human financial advisors for no additional fees. Over the next few months, you’ll see us add features to SoFi Invest like tax-loss harvesting and self-directed investing. And later this year, we’ll be bringing you what we’re calling “Advice”—personalized investment, budgeting, and borrowing recommendations based on your holistic financial picture.

• And of course, both of these products come with access to exclusive SoFi membership. In 2018, we’ll be hosting 480 member events—a mix of interactive, premium, intimate, and larger-format events across the country. We’ll also be piloting a program with Korn Ferry, the global leader in people and talent, to offer you an even more premium (but still complimentary) career coaching experience. We’ll be providing members access to Korn Ferry’s KF Advance platform, a leading technology solution offering world-class career expertise to help you plan, strategize, and take action on your next career move.

We’re very excited for what 2018 will bring, and we’re as grateful as ever that you’re here together with us along the way! (Oh, and we had a little bit of other news yesterday as well…)

SoFi Checking and Savings is offered through SoFi Securities, LLC, Member FINRA / SIPC. Advisory services are offered through SoFi Wealth, LLC.

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ABOUT SoFi SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than one million members fast access to tools to get their money right. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. For more information, visit Want an easy and convenient way to manage your financial life? Get the SoFi app. For iOS and Android.

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