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What is SoFi?

Discover a hassle-free investing experience through an intuitive platform designed to boost your confidence in the market. Dive into stock and ETF trading, delve into cryptocurrency, or kickstart automated investing to streamline your financial path. SoFi Money® acts as a cash management solution that waives account fees and allows you to save, spend, and earn cash back from your preferred brands. You can redeem your unlimited 2% cash back* to bolster your savings, invest smartly, or settle loans in eligible SoFi accounts, all with no annual fee. For those seeking loans, fixed interest rates start at a competitive 2.99% APR* when using autopay, along with flexible repayment options that are free from hidden costs. The pre-qualification process is quick and straightforward, taking merely two minutes online. Monitoring your financial health is essential, and you can conveniently track your credit score and finances within one app. Moreover, safeguard your family's future with our extensive selection of insurance offerings, including swift life insurance solutions through Ladder. Lantern by SoFi also provides a platform to compare PPP offers from multiple lenders, thereby easing financial burdens for small businesses. This comprehensive strategy not only simplifies your financial experience but also empowers you to take meaningful steps toward securing your financial future. By harnessing these tools, you can make informed decisions that align with your goals.

What is Makara?

While various platforms enable cryptocurrency purchases, our focus is on empowering you to make well-informed investment decisions. By discussing your goals and preferences with us, we can create a customized crypto portfolio that aligns perfectly with your needs. Recognizing the importance of trust, we strictly comply with regulations to ensure your peace of mind. As the only SEC-registered automated crypto investment advisor, Makara offers you the confidence to invest wisely. Whether you aim to safeguard your assets from inflation or wish to delve into decentralized finance, we’ve got you covered. If navigating the complexities of cryptocurrency has felt daunting, don’t worry—Makara provides a thoughtfully curated selection of digital assets tailored for you. It's worth noting that if you're uncertain about where to start, you're not alone; many of our clients experienced similar feelings before embarking on their investment journey. With a minimum investment of only $50, you can enter the cryptocurrency realm in less than five minutes, and our educational resources ensure you don’t need any prior expertise. We strive to help you understand the basics of your investments, which demonstrates why we are the perfect partner to accompany you on this financial adventure. You won’t just invest with us; you’ll also acquire invaluable knowledge about the evolving digital asset market. Our commitment is to make your experience as seamless and enriching as possible, allowing you to become more confident in your investment choices.

Media

Media

Integrations Supported

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

Integrations Supported

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SoFi

Date Founded

2011

Company Location

United States

Company Website

www.sofi.com

Company Facts

Organization Name

Makara

Date Founded

2021

Company Location

United States

Company Website

makaradigital.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

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