SoFi Provides Access to New Class of Cosmos Fund with Sole Exposure to Anthropic, Pomona Investment Fund and StepStone Private Markets Fund Through Templum Partnership

Expansion of Alts unlocks access to highly sought-after investment opportunities for retail investors.

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’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 through alternative 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

Templum is redefining how investors access private markets – making alternative assets as intuitive and seamless as investing in public equities. Our cutting-edge technology integrates directly with advisors, brokers, custodians, fund administrators, transfer agents, and other key market participants through APIs or white-labeled solutions, enabling fully connected and intelligent workflows for frictionless primary and secondary transactions across any private asset class.

Faster, more scalable, and more cost-effective than anything else in the market today, Templum is the infrastructure powering the next generation of private market investing.

At the core of our offering is Templum One – our flagship marketplace that connects investors with top-tier fund managers and premium private investments. For platforms looking to build or scale, Templum-as-a-Service provides modular solutions that streamline operations and eliminate everyday frictions.

To support liquidity, Templum also offers multiple secondary trading solutions – including an automated Alternative Trading System (ATS) and Qualified Matching Service (QMS) – delivering compliant, efficient exits for a broad range of private investments.

Our platform is designed for flexibility, with modular deployments that can adapt to participants’ unique needs. Templum offers tailored solutions that meet your goals today – and scale with you tomorrow.

All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc., which is approved to operate in 53 U.S. states and territories. For more information, please visit www.templuminc.com.

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

SoFi Securities, LLC (“SoFi Invest”) has a referral arrangement with Templum Markets, LLC (“Templum”), allowing eligible SoFi Invest members to access certain special purpose vehicles (“SPVs”) and private investment funds through Templum. Templum charges a purchase fee of up to 6% for SPVs and up to 3.5% for funds. In this arrangement, Templum compensates SoFi Invest with 20-50% of the purchase fees Templum charges to SoFi Invest members who open a Templum account and invest through Templum. SoFi Invest is not affiliated with Templum and makes no endorsement of Templum's products or services, but the compensation that SoFi Invest receives from Templum is a conflict of interest and creates an incentive for SoFi Invest to refer its members to Templum. Investing in securities involves a high degree of risk, including possible loss of your entire investment, and there is no guarantee of liquidity in any given security notwithstanding such security being listed on the Templum Markets Alternative Trading System. Securities are offered by and through Templum Markets, LLC (Members FINRA and SIPC). Templum Markets, LLC is wholly owned by Templum, Inc.

¹ Retail Investor Survey Led by SoFi in Partnership with Centiment, July 2024

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MEDIA CONTACTS

For SoFi

PR@sofi.org

For Templum

Investor Contact

Templum: sales@templuminc.com

Templum Media Contact

Julie Ros, Chief Marketing Officer, jros@templuminc.com

Source: SoFi Technologies

FAQ

What new investment funds did SoFi (SOFI) add to its platform in 2024?

SoFi added access to a new class of Cosmos Fund with Anthropic exposure, Pomona Investment Fund, and StepStone Private Markets Fund through Templum partnership.

How many retail investors showed interest in private company investments according to SoFi's 2024 survey?

Over 87% of 5,000 surveyed retail investors expressed interest in investing in privately held companies.

What are the requirements to invest in SoFi's new private market funds?

These investment opportunities are exclusively available to accredited investors through the SoFi App's Invest section.

Which private company funds did SoFi (SOFI) offer access to in December 2024?

In December 2024, SoFi launched access to a Cosmos Fund class with SpaceX exposure, along with Pomona Investment Fund and StepStone Private Markets Fund.