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Published on 06/02/2026 at 09:00 am EDT
SoFi Technologies announced the launch of SoFi Coach, an AI-powered chat that delivers personalized financial insights. SoFi Coach is rolling out, starting with SoFi Plus members. Built alongside SoFi?s team of financial planners, SoFi Coach helps members track, budget, save, and invest, all within the SoFi app.
With SoFi Coach, members can ask questions anytime and receive personalized, judgment-free help understanding their money, powered by real-time analysis of their activity and tailored to their unique financial situation and goals. To get started, members can securely connect their accounts from more than 12,000 financial institutions through Relay, SoFi?s financial management tool, to see a more complete view of their financial picture. Members can use SoFi Coach to: Track spending: See where their money goes, spot recurring expenses, and set spending targets.
Manage debt: Compare payoff options and explore refinancing options. Plan for major life goals: Understand what they can afford and possible financial tradeoffs, from buying a home to saving for retirement. Take action: Move from questions to action with personalized information, possible next steps and, over time, SoFi plans to offer more seamless actions within SoFi Coach, like opening accounts, setting up recurring contributions, transferring money, or paying down debt.
In early testing, SoFi Coach helped members take tens of thousands of financial actions, with nearly 70% of engaged test members taking meaningful steps to improve their finances, from paying down high-interest debt to moving money into higher-yield accounts. SoFi Coach expands SoFi?s everything app for digital financial services, bringing members a more connected and personalized way to manage their money. Member feedback and input from SoFi?s financial planning team will continue to shape the experience for SoFi?s 14,700,000 members.
Over time, SoFi is planning to introduce new features, including subscription management, expense tracking, and cancellation tools. SoFi Coach is a tool designed to help you view and analyze your financial data, get personalized insights, learn about SoFi products, troubleshoot issues, and take certain actions in chat. SoFi Coach responses are information for you to consider and not financial advice.
SoFi Coach responses are based on limited information from your connected accounts and may have inaccuracies. SoFi Coach does not provide investment advice or recommendations and does not recommend securities, investment strategies, brokerage accounts, advisory accounts, or account transfers. SoFi Coach may offer you options to explore SoFi products on which SoFi would earn revenue.
You are solely responsible for any financial decisions you make. SoFi Coach is offered by Social Finance, LLC and is not offered by SoFi Securities LLC or SoFi Wealth LLC. SoFi Relay offers users the ability to connect both SoFi accounts and external accounts using Plaid, Inc.?s service.
When you use the service to connect an account, you authorize SoFi to obtain account information from any external accounts as set forth in SoFi?s Terms of Use. Based on your consent SoFi will also automatically provide some financial data received from the credit bureau for your visibility, without the need of you connecting additional accounts. SoFi assumes no responsibility for the timeliness, accuracy, deletion, non-delivery, or failure to store any user data, loss of user data, communications, or personalization settings.
You must confirm the accuracy of Plaid data through sources independent of SoFi. The credit score is a VantageScore based on TransUnion data.
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