Fundraising Fox
SOFI
1 known investors
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SOFI is an AI assistant for financial advisers that records advisory meetings and turns them into structured, FCA-aligned outputs such as suitability reports, meeting notes, and client letters, with built-in compliance checks and audit trails. It serves financial advice and wealth management firms in the UK and is powered by the proprietary SOFI Codex engine trained on regulated advice dialogue.
Founders & leadership
SB
Stuart Breyer
Investors · 1
Frequently asked questions
- What does SOFI do?
- SOFI is an AI assistant for financial advisers that records advisory meetings and turns them into structured, FCA-aligned outputs such as suitability reports, meeting notes, and client letters, with built-in compliance checks and audit trails. It serves financial advice and wealth management firms in the UK and is powered by the proprietary SOFI Codex engine trained on regulated advice dialogue.
- Who are SOFI's investors?
- SOFI's investors include Eight Capital.