Are wealth management platforms prepared to meet the ask from investors for alternatives diversification? More specifically, how will their clients (RIAs and others) have enough time to service their existing clients let alone scale to meet the market demand? Considering the cost and duration for advancing an existing, specialized roadmap, many technology platforms are seeking out technology partnerships that can be deployed or embedded seamlessly into their own.  For FusionI

Templum and SoFi extend collaboration, offering two new AI investment opportunities - this time offering investors exposure to privately held shares of xAI and Databricks.

On the The Claman Countdown on Fox Business, SoFi CEO Anthony Noto shared how the firm is putting its members ahead of the curve by unlocking deals once reserved for institutional investors.

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 has partnered with Templum to bring investors access to premium private investment opportunities.