Company Announcements

SAN FRANCISCO--(BUSINESS WIRE)--Sep. 3, 2025-- SoFi (NASDAQ: SOFI) is announcing the availability of a new exchange-traded fund (ETF) with the SoFi Agentic AI ETF (NYSE Arca: AGIQ). AGIQ will invest in U.S. companies included in the BITA US Agentic AI Select Index, which is designed to track businesses involved in developing, providing, or utilizing agentic AI technologies. The index currently includes companies such as Salesforce, Tesla, and NVIDIA, though holdings are subject to change.

The emergence of agentic AI – autonomous systems capable of making decisions, initiating actions, and collaborating with other agents or humans – is marking a paradigm shift for its potential to drive real-world productivity gains across sectors. According to the World Economic Forum,the market for agentic AI is projected to expand significantly by 2030¹.

“Emerging market themes can be challenging to capture, especially for new or casual investors – but with the SoFi Agentic AI ETF, investors can easily tap into the next evolution of AI,” said Brian Walsh, Head of Advice and Planning Director at SoFi. “We’re excited to add AGIQ into our ETF suite to give our members another opportunity to expand their portfolios and access sophisticated investment strategies.”

The SoFi Agentic AI ETF tracks the performance of the BITA US Agentic AI Select Index, which is composed of publicly traded U.S. exchange-listed companies involved in areas such as self-driving transportation, AI scheduling assistants, cybersecurity networks, autonomous industrial machinery, and enabling technologies like semiconductors and cloud computing. The Index currently includes 30 holdings, and a list of holdings can be found here.

Tidal Investments LLC, a Tidal Financial Group company, will be the Investment Adviser to AGIQ, with a gross expense ratio of 0.69% and a management fee of 0.69%. AGIQ is listed on NYSE Arca and can be purchased through SoFi Invest and other brokerage platforms.

In addition to AGIQ, SoFi Invest currently sponsors other ETFs advised by Tidal Investments LLC:

• SoFi Select 500 (SFY) – composed of the 500 largest publicly traded U.S. companies, weighted using a proprietary growth factor
• SoFi Next 500 ETF (SFYX) – composed of 500 mid-cap U.S. companies with extra growth potential
• SoFi Social 50 ETF (SFYF) – invests in the top 50 widely held stocks on SoFi Invest
• SoFi Enhanced Yield ETF (THTA) – combines U.S. Treasuries with an overlay of credit spreads with a monthly distribution schedule

The mix of active and passive offerings provides a range of options for market exposure, though investing in thematic ETFs, including those focused on emerging technologies such as agentic AI, involves risks, including market volatility, rapid technological change, and concentration in specific sectors. For more information on SoFi’s ETF offerings please visit: https://www.sofi.com/invest/etfs/.

¹ https://www.weforum.org/stories/2025/05/ai-agents-select-the-right-agent/

About SoFi

SoFi Technologies (NASDAQ: SOFI) is a one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. Over 11.7 million members trust SoFi to borrow, save, spend, invest, and protect their money – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Fintechs, financial institutions, and brands use SoFi’s technology platform Galileo to build and manage innovative financial solutions across 160 million global accounts. For more information, visit www.sofi.com or download our iOS and Android apps.

SoFi Invest encompasses two distinct companies, with various products and services offered to investors as described below:

1) Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser (“SoFi Wealth“). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC.

2) Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Clearing and custody of all securities are provided by APEX Clearing Corporation.

Individual customer accounts may be subject to the terms applicable to one or more of these platforms. For additional disclosures related to the SoFi Invest platforms described above please visit SoFi.com/legal.

Neither the Investment Advisor Representatives of SoFi Wealth, nor the Registered Representatives of SoFi Securities are compensated for the sale of any product or service sold through any SoFi Invest platform.

For a full listing of the fees associated with SoFi Invest please view our fee schedule.

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Investors should carefully consider the information contained in the prospectus, which contains the Fund’s investment objectives, risks, charges, expenses, and other relevant information. You may obtain a prospectus from the Fund company’s website or by emailing customer service at investsupport@sofi.com. Please read the prospectus carefully prior to investing.

Deposit and credit products offered through SoFi Bank, N.A. Member FDIC. Loans are originated by SoFi Bank, N.A. NMLS #696891.

©2025 SoFi Technologies, Inc. All rights reserved.

About Tidal Financial Group

Formed by seasoned professionals of the ETF industry, Tidal Financial Group sets out to revolutionize the way ETFs have historically been developed, launched, marketed, and sold. With a focus on growing AUM, Tidal offers a comprehensive suite of services, proprietary tools, and methodologies designed to bring lasting ideas to market. Tidal is an advocate for ETF innovation. The firm is on a mission to provide issuers with the intelligence and tools needed to efficiently and to effectively launch ETFs and seek to optimize growth potential in a highly competitive space. For more information, visit https://www.tidalfinancialgroup.com/.

Investing involves risk including loss of principal.

Artificial Intelligence Risk. Issuers engaged in artificial intelligence typically have high research and capital expenditures and, as a result, their profitability can vary widely, if they are profitable at all.

Passive Investment Risk. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit.

Concentration Risk. The Fund’s investments will be concentrated in an industry or group of industries to the extent the Index is so concentrated.

New Fund Risk. The Fund is a recently organized management investment company with no operating history.

Distributed by Foreside Fund Services, LLC. SoFi and Tidal Investments LLC are not affiliated with Foreside Fund Services, LLC.

Availability of Other Information About SoFi

Investors and others should note that we communicate with our investors and the public using our website (https://www.sofi.com), the investor relations website (https://investors.sofi.com), and on social media (X and LinkedIn), including but not limited to investor presentations and investor fact sheets, Securities and Exchange Commission filings, press releases, public conference calls and webcasts. The information that SoFi posts on these channels and websites could be deemed to be material information. As a result, SoFi encourages investors, the media, and others interested in SoFi to review the information that is posted on these channels, including the investor relations website, on a regular basis. This list of channels may be updated from time to time on SoFi’s investor relations website and may include additional social media channels. The contents of SoFi’s website or these channels, or any other website that may be accessed from its website or these channels, shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

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Source: SoFi Technologies