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CI Direct Investing vs SoFi

SoFi

9.0#1 in personal finance softwareFree plan
Free planAndroidiOSWebmacOS
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What both publish

FactCI Direct InvestingSoFi
HeadquartersToronto, Ontario, CanadaSan Francisco, California, United States

CI Direct Investing plans

  • Management fee — first $150,000Priced on request
  • Management fee — next $350,000Priced on request
  • Management fee — above $500,000Priced on request

SoFi plans

  • SoFi Coach / RelayPriced on request
  • SoFi Coach / Relay—
  • SoFi Checking and SavingsFree
  • SoFi Plus$10 a month
  • SoFi CoachFree

Pick CI Direct Investing if…

You want what its maker publishes above — check its page for the details.

Pick SoFi if…

SoFi suits people looking for banking, investing, and financial tracking tools in one platform. SoFi Coach is available at no charge to members who use its banking, borrowing, or investing services.

Charts they share