/Companies

Sora Finance

San Francisco, US · Founded 2021 · Delaware corporation · 3 employees on LinkedIn · 2 known investors

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Sora Finance builds software tools for financial advisors, extending their services beyond portfolio management to cover additional areas of clients' financial lives.

Founders & leadership

Sora Finance was founded in 2021 by Rohit Agarwal.

RARohit Agarwal
Rohit AgarwalCo-Founder and CEO (Acquired by Flourish, a MassMutual company)2021–2025Rohit Agarwal co-founded Sora Finance, a liability management platform used by financial advisors, which was acquired by Flourish in 2025. He previously worked in investment banking at Bank of America Merrill Lynch, consulting at McKinsey, and held leadership roles at Generation USA and Kiva.
SO
Siddhartha OzaNamed on SEC filing

Investors · 2

Reported raises · per SEC filings

Form D private placements

$2.4M disclosed across 2 rounds · 2021–2022

▶$2.3MraisedFeb 2022 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Ilana SternDirector
  • Rohit AgarwalExecutive Officer, Director
  • Siddhartha OzaExecutive Officer, Director
  • Samuel HodgesDirector
Offering amount
$2.4M
Amount sold
$2.3M
First sale
Feb 2022
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$100KraisedDec 2021 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Siddhartha OzaExecutive Officer
  • Rohit AgarwalExecutive Officer
Offering amount
$200K
Amount sold
$100K
First sale
Dec 2021
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Founder mafia

3 people who came through Sora Finance went on to found or lead other companies.

Related companies · 3

Companies working in the same space as Sora Finance.

In the news

Frequently asked questions

What does Sora Finance do?
Sora Finance builds software tools for financial advisors, extending their services beyond portfolio management to cover additional areas of clients' financial lives.
Who founded Sora Finance?
Sora Finance was founded by Rohit Agarwal in 2021.
Who are Sora Finance's investors?
Sora Finance's investors include Kube VC, Peterson Ventures.
How much funding has Sora Finance raised?
Sora Finance has disclosed $2.4M raised across 2 rounds.
Where is Sora Finance headquartered?
Sora Finance is headquartered in San Francisco, US.