building @SoraFinanceUS. alum @stanford, @lbs

Palo Alto, CA
Joined March 2009
Check it - @rohitgagarwal giving *the* nuanced take on the Democratic Party that we need right now!
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Now up at #XYPNLIVE #AdvisorTech Expo is @SoraFinanceUS providing advisor tools to help clients manage and directly refinance debt.
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Siddhartha Oza retweeted
Sora was announced earlier this month as an XYPN AdvisorTech Expo finalist among other reputable advisortech companies. Read more to learn about XYPN and our fellow finalists. @XYPlanning #advisortech #financialplanning #debtmanagement sorafinance.com/news-blog/so…
Siddhartha Oza retweeted
Sora has helped another client save thousand of dollars. Read more about it here: sorafinance.com/news-blog/so…
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Siddhartha Oza retweeted
On August 17th, Sora Finance partnered with @BobVeres to host a webinar on Managing your clients’ debt to grow your business. The webinar was attended by financial advisors who subscribe to Bob’s newsletter, Inside Information. Read more below: sorafinance.com/news-blog/so…
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For everyone else, there’s @SoraFinanceUS
Everyone who locked in a 30-year fixed rate mortgage at 2.5% in January 2022
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Siddhartha Oza retweeted
As we approach the end of the month deadline, be on the look out for important information regarding student loan forgiveness and forbearance! #studentloans #sorafinance #forbearance sorafinance.com/news-blog/pa…
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This is why we founded @SoraFinanceUS. To help people, meaningfully and at scale, like the Mehtas.
Sora just helped the Mehta family, save nearly $30K in 15 minutes! Read more about their experience below. #savings #debt #fintech #financialadvisors sorafinance.com/news-blog/so…
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Siddhartha Oza retweeted
Sora just helped the Mehta family, save nearly $30K in 15 minutes! Read more about their experience below. #savings #debt #fintech #financialadvisors sorafinance.com/news-blog/so…
Financial advisers surprisingly bullish on the second half; almost 90% believe the stock market can erase most of its first-half losses, according to an InspereX survey bit.ly/3cioYth #InvestmentNews @BenjiWriter
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The @USSupremeCourt today overturned historical precedent to strip away women’s constitutionally-granted reproductive rights. This is not a political issue, but one of human health and individual rights.
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It is saddening, infuriating, and devastating all in one breath. To add insult to injury, this is likely to have the most serious effects on low income women who can’t afford to leave their state for healthcare. Let me know if you want to talk.
“Perhaps the most significant change – and challenge – facing financial advisors today is the increasing demands of clients for technological tools and solutions that help them manage their finances and interact with their advisors” 💯
I can’t drink regular milk but even I think this has gone a bit too far. #potatomilk
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Siddhartha Oza retweeted
Sora’s views on Key Macro and Fintech Trends in Uncertain Times — sorafinance.com/news-blog/ke…
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Siddhartha Oza retweeted
5 tips to deepen your relationship with clients — Sora sorafinance.com/news-blog/5-…
Siddhartha Oza retweeted
Sora’s weekly roundup. Top news articles for financial advisors and personal finance — Sora sorafinance.com/news-blog/to…
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Weekly round up is up! @SoraFinanceUS
Top news articles for financial advisors and personal finance — Sora sorafinance.com/news-blog/to…
Siddhartha Oza retweeted
Top news articles for financial advisors and personal finance — Sora sorafinance.com/news-blog/to…
What do rising interest rates mean for homeowners and new home buyers? A short 🧵 on what’s going on and what to do 👇🏽1/6
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According to data from Freddie Mac and Bankrate, “Borrowers who got five rate quotes saved $2,914 — on average — with 80 percent of those shoppers who got five quotes saving between $2,089 and $3,904 in 2019.” 5/6
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TLDR: shopping around = saving money. But shopping around can be time consuming and painful. Use tools like @SoraFinanceUS to save $, without wasting your time and energy. 6/6 sorafinance.com/news-blog/to…