- Headquarters
- SF/Bay Area
- Employees
- 11–50
- Founded
- 2021
- Business Model
- B2B
- Website
- sorafinance.com
- Total Funding
- $3.9M
- Last Round
- $3.9M Series AMar 2023
- Rounds
- 2
- Acquisition Date
- Mar 2025
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 4 investors for this company. The full record is or through the API.
About
Sora Finance was an AI-driven liability optimization platform that helped registered investment advisors (RIAs) manage and improve clients' debt portfolios. The company was acquired by Flourish, a MassMutual-backed wealthtech platform for RIAs, in March 2025, and its technology now operates as part of Flourish's lending and deposits offering rather than as an independent company.
Summary
It lists 11–50 employees. It has raised $3.9M in total across 2 rounds, most recently a $3.9M Series A round in Mar 2023. Investors include Peterson Ventures, Flourish Ventures and New Era Capital Partners.
Tech & App Stack
2 technologies & apps tracked
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Funding & Exit History
Mar 2025
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Funding: Seed through Series A. Amounts, valuations, and investors where available.
Investors
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