Sora Finance is an automated finance tool that aims to give everyone their lowest possible cost of debt (home, auto, student). It works with Financial Advisors and Employers to provide the best available products and services in lending, banking, and financial planning.
Sora Finance has recently raised $3.9M to offer credit management as a service to financial advisors, planners, and employers.
However, it seems like Sora Finance is a new startup that provides credit management and liability optimization as a service to financial advisors, planners, and employers.
Sora Finance has recently raised $3.9M to offer credit management as a service to financial advisors, planners, and employers.
However, it seems like Sora Finance is a new startup that provides credit management and liability optimization as a service to financial advisors, planners, and employers.
Location: United States, California, San Francisco
Employees: 1-10
Total raised: $6.2M
Founded date: 2021
Investors 2
| Date | Name | Website |
| - | Kube VC | kubevc.com |
| - | Fairbridge | fairbridge... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 09.03.2023 | - | $3.9M | Launchpad ... |
| 16.02.2022 | - | $2.3M | - |
Mentions in press and media 5
| Date | Title | Description |
| 21.05.2024 | Sora Finance launches on Morningstar Advisor Workstation App Hub | Sora Finance, a leading wealthtech firm, 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,... |
| 30.04.2024 | Sora Finance Achieves SOC 2 Certification, Elevating Data Security to Industry-Leading Standards | Sora Finance is a leading wealthtech startup providing liability planning as a service to financial advisors and the wealth management community. Sora, a pioneering wealthtech firm, today announced the achievement of SOC 2 certification. Ac... |
| 03.04.2024 | Sora Finance and Wealthbox announce partnership to accelerate liability optimization for financial advisors | Sora Finance is a leading wealthtech startup providing liability planning as a service to financial advisors and the wealth management community. Sora Finance is now available to Wealthbox users as a seamless integration Sora Finance announ... |
| 09.03.2023 | Sora Finance Raises $3.9M in Funding | Sora Finance, a San Francisco, CA-based provider of a SaaS based platform formcredit management and liability optimization, announced a previously undisclosed $3.9M in funding. Backers included Peterson Ventures, New Era Capital Partners, L... |
| - | SoraFinance | “Sora finds your clients better deals on their new or existing home, auto & student loans, and seamlessly moves them into their lowest cost of debt.” |