SoFi has partnered with Templum to bring investors access to premium private investment opportunities.
SoFi, the all-in-one digital personal finance company, and Templum, which operates Templum One, a purpose-built platform for seamlessly accessing and transacting in private alternatives, have gone live with an exclusive set of funds for investors.
The three funds available to SoFi investors with today’s launch include the Cosmos Fund, a special purpose vehicle offering exposure solely to SpaceX, as well as the Pomona Investment Fund and the StepStone Private Markets Fund. The funds are available to investors on SoFi via the Templum One private alternatives ecosystem.
The partnership between SoFi and Templum was first announced in May. The collaboration underscores SoFi and Templum’s shared mission to democratize access to private markets, providing investors with the tools and resources needed to diversify portfolios with alternative assets.
“These exclusive private alternative asset offerings represent a significant milestone in our partnership with SoFi, opening the door for their members to access a growing universe of investment opportunities once beyond reach for most individuals,” said Chris Pallotta, CEO and Founder of Templum. “With Templum’s advanced technology, compliance-driven framework, and deep expertise in alternative assets, we’re making some of the most coveted private investments accessible to a new generation of investors. Through Templum One, we offer a diverse and continually expanding selection of sought-after private assets, empowering investors to diversify and enhance their portfolios. Together, we’re transforming access to private markets and shaping the future of investing.”
Templum eliminates manual, fragmented processes, delivering a seamless experience that mirrors the simplicity and familiarity of public market investing – making it as effortless to invest in private market opportunities as it is to buy shares of Apple.
Alternative assets have become an essential part of wealth-building strategies, with global alternative assets under management expected to reach $60 trillion by 2032, up from $16.3 trillion today. Despite this growth, access for individual investors has historically been limited. The partnership between SoFi and Templum marks a significant milestone in closing that gap.
With capabilities designed to enhance distribution, facilitate transactions, and lower entry barriers, Templum is delivering a true, one-stop shop with high-value opportunities, operational efficiencies, seamless execution, enhanced liquidity, and secondary trading through robust, scalable solutions. Templum One connects issuers and asset managers to new wealth channels while automating such processes as onboarding, risk management, and capital calls.
