SoFi Provides Access to New Class of Cosmos Fund with Sole Exposure to Anthropic, Pomona Investment Fund and StepStone Private Markets Fund Through Templum Partnership
Expansion of Alts unlocks access to highly sought-after investment opportunities for retail investors.
“SoFi’s expansion into alternative investments, like private market funds, has broken down barriers for retail investors to access potentially high value opportunities,” said
“Expanding our partnership with SoFi marks another step forward in making private markets more accessible to individual investors,” said
In a 2024 survey of 5,000 retail investors1, SoFi found that more than 87% of investors had an interest in investing in privately held companies. When asked what type of companies they would be most interested to invest in, the top three were technology, AI and healthcare.
In
SoFi is one of the few platforms offering retail investors access to diverse investment opportunities through alternative funds, including commodities, exposure to private companies, real estate and more.
SoFi Invest members who are interested in learning more about accessing Templum’s offerings of the new class of the
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 over 10 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 credentialed financial planners, 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.
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About Templum
Templum is redefining how investors access private markets – making alternative assets as intuitive and seamless as investing in public equities. Our cutting-edge technology integrates directly with advisors, brokers, custodians, fund administrators, transfer agents, and other key market participants through APIs or white-labeled solutions, enabling fully connected and intelligent workflows for frictionless primary and secondary transactions across any private asset class.
Faster, more scalable, and more cost-effective than anything else in the market today, Templum is the infrastructure powering the next generation of private market investing.
At the core of our offering is Templum One – our flagship marketplace that connects investors with top-tier fund managers and premium private investments. For platforms looking to build or scale, Templum-as-a-Service provides modular solutions that streamline operations and eliminate everyday frictions.
To support liquidity, Templum also offers multiple secondary trading solutions – including an automated Alternative Trading System (ATS) and Qualified Matching Service (QMS) – delivering compliant, efficient exits for a broad range of private investments.
Our platform is designed for flexibility, with modular deployments that can adapt to participants’ unique needs. Templum offers tailored solutions that meet your goals today – and scale with you tomorrow.
All securities offered by
INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
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Retail Investor Survey Led by SoFi in Partnership with Centiment,
SOFI-F
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