Sora Finance is a San Francisco-based fintech that provides a SaaS platform for credit management and liability optimization to financial advisors, planners, and employers. Its AI-driven debt financing platform covers home, auto, student, and personal loans and uses an "always-on" lending algorithm to surface affordable rates. Sora onboards clients' existing liabilities and executes advanced credit optimization strategies across all loans to maximize clients' net worth. By partnering with wholesale and retail lenders, the company guarantees advisors' clients the lowest cost of debt. Led by co-founders and co-CEOs Siddhartha Oza and Rohit G. Agarwal, Sora intends to use new funding to accelerate growth and expand operations and business reach. The company currently works with over 125 advisory firms and has $275 million in liabilities under management.

Total raised

$4M

Funding rounds

1

Latest round

Equity

Latest activity

Mar 2023