Who founded SoraFinance?

SoraFinance was founded by Rohit Agarwal in 2021.

Who are SoraFinance's investors?

SoraFinance's investors include Kube VC.

How much funding has SoraFinance raised?

SoraFinance has disclosed $2.4M raised across 2 rounds.

Where is SoraFinance headquartered?

SoraFinance is headquartered in San Francisco, US.

SoraFinance

San Francisco, US · Founded 2021 · Delaware corporation · 3 employees on LinkedIn · 1 known investors

Find your way into SoraFinance

1,628 people in our graph share verified history with the SoraFinance team — schools, employers, funds. One of them is your warm intro.

Matt Cherianunlockedknows Rohit Agarwal · together at Bank of America (overlapped)

×3knows the team · via Bank of America

×8knows the team · via McKinsey & Company

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

Fintech SaaS

Founders & leadership

SoraFinance was founded in 2021 by Rohit Agarwal.

Rohit Agarwal inCo-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.

Siddhartha OzaNamed on SEC filing

Investors · 1

Kube VC

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 SoraFinance went on to found or lead other companies.

Sam HodgesBoard MemberFounded Vouch +1 Andrew Leon HannaFounding TeamFounded Mona Rohit AgarwalExecutive OfficerFounded Generation

Competitors · 3

by search overlap

OpenAI5 shared keywordsOpenAI is an AI research and deployment company focused on developing artificial general intelligence (AGI) with emphasis on safety and beneficial outcomes for humanity.

Public5 shared keywordsPublic 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.

CoinGecko5 shared keywordsCoinGecko 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 competing with SoraFinance for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Sora Finance Raises $3.9 Million in Funding | The SaaS Newsthesaasnews.com · Mar 2023

Frequently asked questions

What does SoraFinance 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 SoraFinance?: SoraFinance was founded by Rohit Agarwal in 2021.
Who are SoraFinance's investors?: SoraFinance's investors include Kube VC.
How much funding has SoraFinance raised?: SoraFinance has disclosed $2.4M raised across 2 rounds.
Where is SoraFinance headquartered?: SoraFinance is headquartered in San Francisco, US.