SoFi and Templum Partner for Expanded Access to Alternative Assets
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy
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“At SoFi, we spend every day working to empower our 8M+ members to get their money right so that they can achieve financial independence – and investing is an important part of that – but unfortunately, many valuable investment vehicles have been left inaccessible to the everyday investor,” said
Over the past decade, alternatives have expanded rapidly, becoming an important way to build and protect wealth, with global alternative assets under management expected to reach
Alternative investments have the potential to provide higher and uncorrelated returns compared to traditional investments and offer opportunities to invest in assets with significant growth potential.2 While alternatives have become increasingly common in institutional portfolios, individual investors have had limited access to these assets. By bringing access to alternatives and private markets, individual investors will have the opportunity to review unique and sought after investments to build portfolios that can have improved returns and diversification.
“Partnering with SoFi is a great example of how like-minded firms can come together to increase investment access and opportunity,” notes
About Templum
Templum is accelerating access to private markets and alternative investments through robust technology and a regulatory framework that is automating legacy processes and unifying a fragmented ecosystem. Through Templum, investors can participate in new asset classes through integrated market technologies and APIs for primary issuance, secondary trading, alternative data, and Templum One, our private markets and alternative assets ecosystem solution. Templum's combined solutions improve efficiency and access in private markets by enabling seamless, electronic workflows for alternative investments and standardized infrastructure to support operations, rather than the fragmented manual processes currently used in private markets. Templum unifies private market infrastructure, investment opportunities, and investor capital into a single solution for private securities and alternative assets.
About SoFi
SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 7.5 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like career advisors, Credentialed Financial Planners (CFP®), exclusive experiences and events, and a thriving community – on their path to financial independence.
SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings, SoFi Invest, SoFi Credit Card, SoFi Protect, and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack.
1
https://caia.org/content/january-2024-next-20-trillion-alternative-investments
2
https://investors.sofi.com/news/news-details/2024/SoFi-Breaks-Down-Barriers-to-Investing-By-Offering-Alternative-Investments/default.aspx
View source version on businesswire.com: https://www.businesswire.com/news/home/20240514288369/en/
Investor
Templum: bdoperations@templuminc.com
Media
Templum:
jros@templuminc.com
SoFi
PR@sofi.org
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