Sora
Financial Software · California, United States · 1-10 Employees
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Overview
Headquarters
1007 General Kennedy Ave Ste 3, San Fran...Phone Number
(650) 714-8444Website
www.sorafinance.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Sora
SoraFinance is a financial technology company focused on helping people reduce the cost of debt and make smarter decisions across their financial lives. Originally built as a consumer platform, it evolved to partner with financial advisors, enabling them to manage and optimize client liabilities alongside assets. Through its technology, SoraFinance supports more holistic financial planning and helps advisors deliver better outcomes by integrating lending and debt management into the broader wealth picture.Explore more
Sora Org Chart
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Sora financials insights
Gather financial insights about Sora, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2023
Unspecified
$3.9M
Sora Tech Stack
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Sora News & Media
Flourish to Acquire Sora Finance, Creating First Comprehensive Deposits and Lending Platform for RIAs
Strategic Acquisition Brings Mortgage and Liability Optimization Capabilities to Flourish's Leading WealthTech Platform, Helping Independent Advisors Better Compete with Wirehouses and Banks Through Holistic Service Offering Strategic Acquisition Brings Mortgage and Liability Optimization Capabilities to Flourish's Leading WealthTech Platform, Helping Independent Advisors Better Compete with Wirehouses and Banks Through Holistic Service OfferingSora Finance launches on Morningstar Advisor Workstation App Hub
Sora Finance launches on Morningstar Advisor Workstation App Hub, providing advisors access a one-stop shop to optimize client liabilities CHICAGO, IL, UNITED STATES, May 21, 2024 /EINPresswire.com/ -- Sora Finance has announced that its artificial …Sora Finance Achieves SOC 2 Certification, Elevating Data Security to Industry-Leading Standards
Sora, a pioneering wealthtech firm, today announced the achievement of SOC 2 certification. PALO ALTO, CALIFORNIA, USA, April 30, 2024 /EINPresswire.com/ -- Sora Finance, a pioneering technology firm in the financial advisory sector, is proud to …Sora Finance and Wealthbox announce partnership to accelerate liability optimization for financial advisors
Sora Finance announced that they have partnered with Wealthbox to enable advisors to add value to the liabilities side of their clients’ balance sheets. PALO ALTO, CA, USA, April 2, 2024 /EINPresswire.com/ -- Sora Finance, the automated platform that …
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SoraFinance is a financial technology company focused on helping people reduce the cost of debt and make smarter decisions across their financial lives. Originally built as a consumer platform, it evolved to partner with financial advisors, enabling them to manage and optimize client liabilities alongside assets. Through its technology, SoraFinance... Read More
