The Motley Fool

JULY 28, 2024

With shares of the search giant slipping since Tuesday, is this an opportunity for investors to buy the dip? The company noted that the growth was broad-based, led by retail customers and financial service clients. What investors undoubtedly did not like was the plan for increased spending.

Investors 246

Investors Leveraging Depreciation Prospects 246

The Motley Fool

DECEMBER 29, 2024

SoFi is one of the best products of the SPAC boom Hundreds of companies went public through blank-check companies, or SPACs (special purpose acquisition companies) in the 2020 to 2021 time frame, and to be honest, the bulk of them didn't turn out well for investors. billion in customer deposits.

Banks 246

Banks Accounting Financial Services Stock Market 246

The Motley Fool

MARCH 13, 2025

SoFi Technologies is a " fintech " company describing itself as "a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions." It has been a steady grower in recent years, and it offers a dividend, too.

Exchange-Traded Funds 241

Exchange-Traded Funds Consulting Consultants Financial Services 241

The Motley Fool

DECEMBER 28, 2024

ai's software is especially popular in industries that aren't normally known for developing cutting-edge technology, like energy, manufacturing, and financial services. That's why this could be a great AI stock for investors to own for the long term.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financial Services Banks 246

Private Equity Insights

MARCH 27, 2025

The Chicago-based private equity firm has begun early fundraising discussions with investors. Founded in 1992, Madison Dearborn has long focused on investments across healthcare, financial services, technology, and government-related sectors.

Mergers and Acquisitions 147

Mergers and Acquisitions Private Equity Firms Private Equity Firms Funds 147

Private Equity Insights

FEBRUARY 14, 2025

The funds stake, along with those of co-investors and other selling shareholders, has been acquired by Beltone Capital, a wholly owned subsidiary of Egypt-listed Beltone Holding. The transaction will see Beltone take a majority stake in Baobab.

Stakes 130

Stakes Capital Private Equity Firms Private Equity Firms 130

The Motley Fool

OCTOBER 4, 2024

A new spin on financial services Banking, opening a brokerage account , and buying insurance are some of the most common examples of financial services. Although some businesses may offer all or a combination of these services, I would not be surprised if you use a different company for each of these products.

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Initial Public Offering Financial Services Banks Prospects 245

The Motley Fool

APRIL 28, 2024

Financial services is an industry desperate for some innovation. Fintech businesses that operate at the intersection of technology and finance, such as Stripe , Chime, Plaid, and others, have brought some much-needed disruption to legacy financial services. Image source: Getty Images. Until now, that is.

Mergers and Acquisitions 246

Mergers and Acquisitions Financial Services Banks Prospects 246

The Motley Fool

MARCH 28, 2025

It seemed like SoFi Technologies (NASDAQ: SOFI) stock was finally making headway again after impressing investors with its phenomenal results last year. With the market in flux, tariffs on the table, and talk of a recession, investors might be considering taking a step back. All growth is year over year.

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Initial Public Offering Financial Institutions Financial Services Accounting 245

The Motley Fool

MAY 15, 2024

Some investors took their gains as SoFi reached its goal of profitability, and SoFi stock is down 30% this year. Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. One is that investors built up the price based on the potential.

Banks 244

Banks Financial Services Leveraging Accounting 244

The Motley Fool

AUGUST 15, 2024

Investors got some positive news on this front during the company's second-quarter earnings call. Investors are concerned about SoFi's loan book and a potential revaluation of loans if credit losses continue rising. What's holding SoFi back is its significant personal loan portfolio and related charge-offs. Image source: Getty Images.

Financial Services 246

Financial Services Banks Accounting Debt 246

The Motley Fool

MAY 30, 2024

Every bank and financial services company has gone digital, and you can do all of your financial management in a single app through virtually every bank. Let's see whether or not it offers anything unique for users, and any benefits for investors. Mostly, investors have been cautious about SoFi's lending business.

Banks 246

Banks Financial Services Accounting Public Companies 246

The Motley Fool

OCTOBER 18, 2024

Financial services is one of Warren Buffett's favorite industries. Another high-profile investor, Cathie Wood, also owns a number of financial services stocks across her exchange-traded funds (ETFs). His investment vehicle, Berkshire Hathaway , owns a number of insurance and bank stocks. What does Nu Holdings do?

Exchange-Traded Funds 246

Exchange-Traded Funds Hedge Funds Banks Financial Services 246

The Motley Fool

FEBRUARY 12, 2025

Its trading platform appeals to a wide demographic, especially novice investors. Central to its business model is attracting users with no trading fees while monetizing through premium services like Robinhood Gold, which offers advanced trading features and tools. billion to $2.1 billion combined in 2025.

Financial Services 147

Financial Services Returns Investors Companies 147

Private Equity Wire

NOVEMBER 27, 2024

The fundraise includes $808m of primary fund commitments and up to $210m of pre-allocated co-investment to accelerate high-impact healthcare and financial services companies in global growth markets. Fund IV aims to support emerging consumers and producers to build better lives and has already invested in five initial companies.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

JULY 29, 2024

But with the business' many moving parts, not everything is being taken so well by investors, and SoFi stock is down 29% year to date. The digital answer to financial services SoFi has done an impressive job working its way up from a student loan cooperative to a major U.S. Investors are getting cold feet So far, so good.

Financial Services 245

Financial Services Banks Public Companies Debt 245

The Motley Fool

APRIL 9, 2024

The financial services industry is hyper competitive. Let's break down how the company is bringing innovation to the financial services world and assess if now is a good opportunity to scoop up some shares. It's not uncommon for people to use a variety of services for their financial needs.

Banks 244

Banks Financial Services Legal Prospects 244

The Motley Fool

MAY 13, 2024

The dip could prove to be an opportunity for long-term investors. One concern among investors is SoFi's growing loan volumes, given the current economic backdrop. In the first quarter, SoFi's financial services segment raked in $150 million, or 86% more revenue than it did in the same period last year. Here's why.

Banks 236

Banks Financial Services Leveraging Accounting 236

The Motley Fool

JULY 28, 2024

Although stock splits do not inherently change the valuation of a company, the lower share price generally provides a way for a broader base of investors to buy the stock. A lesser-known segment of Sony's business is its presence in the financial services industry. Is Sony stock a good buy before its upcoming split?

Conglomerates 244

Conglomerates Financial Services Assets Returns 244

The Motley Fool

MAY 4, 2024

Tech stocks with massive potential trade at high multiples, and investors have to wonder whether those stocks are worth their current asking prices. Smart investors seek out those rare opportunities where high-growth stocks are trading at dirt-cheap valuations. Investors shouldn't be discouraged.

Banks 246

Banks Financial Services Accounting Leveraging 246

The Motley Fool

AUGUST 28, 2024

SoFi is disrupting traditional banking SoFi is a full financial services platform that offers lending services, banking products, and more on its digital app. SoFi has been expanding its business to encompass a wider array of services. Together, financial services and tech platform contribution profit was $86 million.

Financial Services 246

Financial Services Banks Accounting Shareholders 246

The Motley Fool

SEPTEMBER 7, 2024

Forward stock splits , like Sony's, lower the price of individual shares, making them accessible to a wider pool of investors. That business is Sony's financial services division. The conglomerate is planning to execute a partial spinoff of this segment, officially known as Sony Financial Group, Inc. for Sony stock.

Financial Services 225

Financial Services Conglomerates Venture Capital Shareholders 225

The Motley Fool

JUNE 20, 2024

Buffett's appetite for financial services typically turns to more traditional platforms, but he owns a piece of the fast-growing Latin American fintech stock. Brazil-based Nu is the parent company of Nubank, a bankless provider of financial services that has taken over its home country in just the last 10 years.

Financial Services 246

Financial Services Banks Accounting Investment Banks 246

The Motley Fool

APRIL 27, 2024

And the legendary investor is probably happy about his position in Nu right now with the fintech stock up over 30% year to date. Nu operates a digital financial services platform that serves nearly 94 million customers in Brazil, Colombia, and Mexico. However, when Berkshire owns a stake in a company, Buffett owns a stake too.

Stakes 246

Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

AUGUST 10, 2024

SoFi Technologies (NASDAQ: SOFI) is well known for taking on the financial services industry with a user-friendly focus. Disrupting financial services What SoFi has accomplished in the 13 years since its founding is commendable. And it's doing a wonderful job at winning over customers. It's down 33% in 2024 (as of Aug.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

The Motley Fool

MAY 9, 2024

Financial services businesses aren't exactly the most exciting. In fact, billionaire investor Warren Buffett has held positions in financial services companies, including American Express , Visa , Mastercard , and Bank of America , for years. However, investors should remember that fintech stocks are cyclical.

Banks 239

Banks Financial Services Prospects Assets 239

The Motley Fool

NOVEMBER 14, 2024

Posting stellar growth The financial services industry, which is one of the oldest around, isn't known for being particularly friendly to its customer base. The business provides a wide range of financial services and lending products, without the presence of a physical branch network.

Financial Institutions 237

Financial Institutions Financial Services Banks Leveraging 237

The Motley Fool

JUNE 19, 2024

And could adding it now help investors build a millionaire-maker portfolio? The bank of the future SoFi is an all-digital financial services company that serves its customers through an easy-to-use, all-in-one app. However, investors have been pessimistic about SoFi's lending business. Is it in bargain territory now?

Banks 246

Banks Financial Services Financing Finance 246

The Motley Fool

DECEMBER 3, 2024

The online bank gave investors renewed confidence in its loan segment along with an excellent third-quarter report at the end of October. It's also benefiting from positive investor sentiment based on lower interest rates and increased market enthusiasm about the economy after the presidential election.

Initial Public Offering 239

Initial Public Offering Banks Financial Services Accounting 239

The Motley Fool

NOVEMBER 7, 2024

Investors are getting excited about SoFi Technologies (NASDAQ: SOFI) stock again. Then there are all the other financial services people are looking for that SoFi offers, such as checking accounts and investing solutions. The 10 stocks that made the cut could produce monster returns in the coming years.

Financial Services 246

Financial Services Banks Accounting Returns 246

The Motley Fool

NOVEMBER 1, 2024

Cathie Wood might be best known for her bullish stands on Tesla or Palantir , but recently the outspoken investor has been quietly building a position in up-and-coming fintech player SoFi Technologies (NASDAQ: SOFI). SoFi's largest source of revenue comes from its suite of lending products.

Banks 246

Banks Exchange-Traded Funds Financial Services Portfolios 246

Private Equity Wire

DECEMBER 9, 2024

Working closely with the Gen II senior leadership team, Spendiff will be responsible for leading the ongoing growth and development of the business across its European jurisdictions, building on its reputation for delivering high quality, solution-driven services for private capital asset managers and investors worldwide.

Asset Management 96

Asset Management Financial Services Assets Capital 96

The Motley Fool

JANUARY 21, 2025

Charles Schwab (NYSE:SCHW) , a leading provider of financial services, released its fourth-quarter report on Tuesday. Total revenue rose 20% to $5.329 billion compared to the expected $5.195 billion, reflecting strong client engagement and financial management. offering a wide range of financial products and services.

Assets 130

Assets Asset Management Leveraging Prospects 130

Private Equity Wire

JANUARY 8, 2025

Major players like Blackstone, KKR, Carlyle, and Ares Management have built substantial portfolios in this space, as institutional investors increasingly seek alternatives to traditional debt instruments. The strategy will initially operate within Point72’s multi-strategy hedge fund.

Hedge Funds 98

Hedge Funds Asset Management Assets Debt 98

The Motley Fool

OCTOBER 28, 2024

Since its founding in 2011, SoFi Technologies (NASDAQ: SOFI) has rapidly burst onto the scene to become a budding financial services provider. The tech-enabled banking platform continues to grow at a healthy pace, and it's turning the corner financially. But shares remain well off their record high. between 2023 and 2026.

Banks 246

Banks Prospects Financial Services Leveraging 246

Private Equity Wire

JANUARY 10, 2025

Vistria Group, a private equity firm based in Chicago with ties to former President Barack Obama, has successfully closed a $3bn fund, adding to the growing list of Windy City investors raising capital over the past year, according to a report by BNN Bloomberg.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Funds Investing 98

The Motley Fool

APRIL 16, 2024

Earlier this year, Ark Invest's Cathie Wood stunned cryptocurrency investors by predicting that Bitcoin 's (CRYPTO: BTC) price would reach $1.5 Investors should take Wood's $166,000 price target with a grain of salt. First, the famed growth investor has made plenty of wrong calls. million by 2027.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Financial Services Stakes 246