Fundraising Fox
Sora Finance
San Francisco, US · Founded 2021 · Delaware corporation · 3 employees on LinkedIn · 2 known investors
Find your way into Sora Finance
Sign up to see every warm intro you have to Sora Finance
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Sora Finance team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
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.
RA
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 TechnologyRule 506(b)
▶$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
▶$100KraisedDec 2021 · 1 investors · Other TechnologyRule 506(b)
▶$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
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
OpenAIOpenAI is an AI research and deployment company focused on developing artificial general intelligence (AGI) with emphasis on safety and beneficial outcomes for humanity.
PublicPublic is a trading platform that allows users to buy and sell cryptocurrencies including Bitcoin, Ethereum, and memecoins through accounts managed by Zero Hash LLC, a New York State-licensed virtual currency business.
CoingeckoCoinGecko is the world's largest independent cryptocurrency data aggregator, providing comprehensive market data including price, volume, and market capitalization across thousands of cryptoassets. It serves millions of users globally with tools, research, and APIs for cryptocurrency market analysis and insights.
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.