SAN FRANCISCO--(BUSINESS WIRE)--SoFi (NASDAQ:SOFI) is expanding members’ access to private market funds, which provide exposure to privately held companies before their potential initial public offering. SoFi members can now access a new class of the Cosmos Fund, with sole exposure to Anthropic, in addition to private equity funds Pomona Investment Fund and StepStone Private Markets Fund through SoFi’s relationship with Templum.

SoFi is expanding members’ access to private market funds, which provide exposure to privately held companies before their potential initial public offering. SoFi members can now access a new class of the Cosmos Fund, with sole exposure to Anthropic

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“SoFi’s expansion into alternative investments, like private market funds, has broken down barriers for retail investors to access potentially high value opportunities,” said Anthony Noto, CEO of SoFi. “Retail investors are interested in investing in today’s most valuable privately held companies, but access has long been dominated by ultra-high-net-worth individuals and large institutions. SoFi is proud to be one of the few platforms that has unlocked these highly sought-after investment opportunities for our members.”

“Expanding our partnership with SoFi marks another step forward in making private markets more accessible to individual investors,” said Christopher Pallotta, CEO and Founder of Templum. “By combining SoFi’s reach with Templum’s infrastructure, we’re transforming how investors discover and access premium private investment opportunities.”

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 December 2024, SoFi launched its partnership with Templum, providing members access to a separate, now closed, class of the Cosmos Fund with sole exposure to SpaceX in addition to the Pomona Investment Fund and the StepStone Private Markets Fund via Templum.

SoFi is one of the few platforms offering retail investors access to diverse investment opportunities throughalternative 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 Cosmos Fund, with sole exposure to Anthropic, Pomona Investment Fund and the StepStone Private Markets fund can find information in the Invest section of the SoFi App. These investments are limited to accredited investors.

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. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com or download our iOS and Android apps.

©2025 SoFi Technologies, Inc. All rights reserved.

About Templum

Enter the new frontier for private markets with Templum. As a solution partner, we provide full investment lifecycle technologies, automation, product access, and regulatory support configurable via white label, API, or hybrid deployments. The company’s offerings – Templum One Marketplace, Primary Issuance, Secondaries, and customizable “build-your-own” solutions – enable efficiencies in private market and alternative investment strategies for investment banks, broker-dealers, RIAs, wealth managers, fintechs, asset managers, issuers, and service providers. Templum equips firms to be successful by unifying the entire ecosystem and modernizing the underlying technology supporting it, enabling its partners to expand access to investment opportunities for a growing base of investors. The Company’s vision is to move capital markets forward, replacing the outdated infrastructure that has long constrained private market investing.

All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit https://www.templuminc.com

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

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC.

For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with SoFi Invest please view our fee schedule

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Templum Media

marketing@templuminc.com

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