SoFi Investor Relations – Contact Info & Investor Resources

SoFi Investor Relations – Contact Info & Investor Resources

The SoFi Investor Relations team manages the information flow between the company, the financial community, shareholders, and other stakeholders. The Investor Relations Team must effectively utilize finance, communications, and marketing strategies to inform investors and analysts. The team serves as a major information resource to the investment community. They publish quarterly financial figures, historical performance, substantial technical data, strategic direction, and The SoFi Mission narrative.

SoFi’s mission is to help people achieve financial independence so they can pursue their dreams. Financial independence does not only mean being wealthy.  It also means having your money work for you and the life you wish to live. SoFi focuses on assisting members in making sound financial decisions while continuously inventing and creating new methods to provide members with the tools they need to make it happen. The company started in 2011 and has since created a comprehensive suite of products.  These tools give the speed, selection, content, and convenience that only an integrated digital platform can.

SoFi’s mission is to help people reach financial independence to realize their ambitions. Financial independence doesn’t just mean being rich; it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen. We were founded in 2011 and have developed a comprehensive suite of products that offers the speed, selection, content and convenience that only an integrated digital platform can provide. (Source: investors.sofi.com)

SoFi Investor Relations – Contact Information

The SoFi Investor Relations online portal lets investors quickly find essential information to assist them.  The company provides direct connections to its most current news releases, earnings reports, SEC filings, and other useful tools for investors.

• The SoFi Main Corporate Site – sofi.com
• SoFi Investor Relations – investors.sofi.com
• SoFi Earnings & Quarterly Results – investors.sofi.com/financials/quarterly-results
• News & SoFi Events & Presentations – investors.sofi.com/news
• SoFi SEC Filings – investors.sofi.com/financials/sec-filings
• SoFi Investor Events & Presentations – investors.sofi.com/events-and-presentations

How to Buy SoFi Shares

SoFi Technologies does not have a direct stock purchase plan for non-employees. There are two main ways to invest in SoFi Technologies (Nasdaq ticker: SOFI)

Purchase of Shares with a brokerage account

To purchase SOFI, you must first open an account with an online brokerage or investment app. Fees and account minimums vary depending on the platform, so do your homework before signing up.  However, in just a few minutes, you can open a brokerage account online. Each brokerage firm has its unique price structure.  So, before opening an account, compare projected charges, such as online trading fees. Some brokers have high minimum investment requirements but offer free analytical tools.  Others have low minimum requirements and offer trades with no fees. Once you select a broker and fund your account you can begin investing your money.

You can buy individual stocks if you want to buy only SoFi shares. SoFi trades on the Nasdaq Stock Exchange with SOFI as the company’s ticker symbol.  In your brokerage account, go under the buy or trade section. Next, input SoFi’s ticker symbol, and list how many shares you want to buy. Wealth advisors recommend that you limit your investment in any individual equity to 5% to 10% of your whole portfolio. Then, you won’t lose your entire investment if the value of Microsoft’s stock decreases. Diversification is recommended by wealth managers for long-term wealth preservation and stability.

Invest in mutual funds, index funds, and ETFs that hold SoFi Stock

Individual stock purchases might be considered risky. Therefore, there is greater security in diversifying your portfolio.  However, in order to properly diversify, you’d have to investigate and purchase stocks from 30 to 50 additional companies.  Obviously, this can be time-consuming and expensive. Investing in mutual funds, index funds, or exchange-traded funds (ETFs) rather than individual stocks is another alternative to explore. You can invest in hundreds of companies at once with these types of investments.

If one firm underperforms, you will not lose your entire investment.  The other companies in the fund will help offset such losses. SoFi Technology is included in many funds. For example, below are listed the top 5 mutual funds that hold SoFi stock with the number of shares they own (as of September 2022):

• Vanguard Total Stock Market Index Fund – 20.3 million shares (Source: investor.vanguard.com)
• Vanguard Small Cap Index Fund – 17.4 million shares (Source: investor.vanguard.com)
• Vanguard Small Cap Growth Index Fund – 10.3 million shares (Source: investor.vanguard.com)
• Vanguard Extended Market Index Fund – 9.9 million shares (Source: investor.vanguard.com)
• Delaware Ivy Science and Technology Fund – 4.3 million shares (Source: money.cnn.com)

SoFi Investor Relations Salaries

SoFi Investor Relations Analyst Salary – The average SoFi Investor Relations Analyst earns an estimated $84,349 annually. SoFi’s Investor Relations compensation is $2,418 more than the US average for Investor Relations.  The majority of Investor Relations at SoFi believe they’re compensated fairly. 40% of Investor Relations at SoFi say they receive annual bonuses, and the vast majority (91%) are satisfied with their benefits. (Source: comparably.com)

Do Other Companies Have Investor Relations Departments?

In 2002, the Sarbanes-Oxley Act was passed.  It is otherwise known as the Public Company Accounting Reform and Investor Protection Act.  The legislation drastically increases how much and how often publicly traded companies are required to report financial and trading information. In turn, this increases the necessity for public corporations to establish internal divisions dedicated to investor relations.  They proactively promote corporate stewardship and proper corporate governance.  Examples include Home Depot Inc., American Express Company, Walt Disney Company, and Microsoft Inc.