Private wealth managers spend years coaching their clients on how to think about money. Soffia brings that same wisdom to you.
Track 1 is free · 7 lessons · No credit card required
Wealthy investors don't just get access to markets. They get education, ongoing coaching, and expert guidance. Soffia brings the same standard to everyone.
A structured curriculum built by someone who advised private wealth clients. Eight tracks, 84 lessons — delivered conversationally by Soffia, your AI coach. Not articles. Not videos. A coached learning experience that respects your intelligence.
Soffia is not a chatbot. She is the product. She explains how markets work, why your portfolio moves the way it does, and what the evidence shows about investor behaviour — without ever telling you what to do. The insight is hers. The decision is always yours.
Fractional shares from $1. Zero commission. Themed collections that let you invest in an idea — Clean Energy, US Tech, Dividend Income — not just a ticker. Every investment comes with context, not just a price.
This is the rule that governs every lesson, every response, every coaching moment. Soffia educates you so you understand how the world works to help you think on your own.
"Soffia tells users how the world works so they can make more informed investing decisions."
She coaches across five dimensions — not as separate modes, but simultaneously, in every conversation.
Eight tracks. Built like a curriculum, not a FAQ — each lesson deliberately sequenced, each concept building on the last. The same pedagogical rigour that private wealth clients pay for.
Track 1 Lessons 1–7 are free — no credit card required. Soffia+ unlocks Track 1 Lessons 8–10 and Tracks 2–6 for $7.50/month.
Seven lessons covering the full conceptual foundation of investing. No prior knowledge needed.
No credit card · Takes 2 minutes to set up
Every feature is built around the same idea — you should understand what you own and why it moves.
Themed groups of companies that let you invest in an idea, not just a ticker. Clean Energy. US Tech. Dividend Income. Global Health. You choose the theme — Soffia explains what's in it and why each holding is there.
A live market news feed — filtered, classified, and given context by Soffia. She brings context to what's happening so users become more informed investors.
A daily market summary — the key moves, what drove them, and what investors are watching next. Written for someone who wants to understand the market, not just read a headline.
Expert conversations you'd normally need a wealth manager to access. Financial planners, behavioural finance researchers, and real advisers — in a format that's a front-row seat, not a private meeting. Launching 2027.
No credit card to start. No pressure to upgrade. The free tier is genuinely useful.
Track 1 free — seven lessons on how markets work. No credit card required.
The full curriculum — six tracks covering every stage of building a real investment portfolio.
Advanced curriculum and personalised coaching for investors ready to develop a real investment practice.
All investments are subject to market risk. Soffia is not a financial adviser. Investments protected by SIPC up to $500,000 through our brokerage partner.
Seven lessons on how markets actually work — delivered by an AI coach who takes you seriously.