SoFi at Work
234 1st Street,
San Francisco, 94105, CA,
United States
San Francisco, 94105, CA,
United States
1 855-456-7634
Banking and Financial Services
SoFi at Work Technographics
SoFi at Work Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SoFi at Work and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 SoFi at Work employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SoFi at Work has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Talient VMS for Contingent Labor Management in 2022, Nelnet Velocity for Loan Management in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SoFi at Work is running and its propensity to invest more and deepen its relationship with Oracle , Eastridge Workforce Solutions , Continu or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing SoFi at Work revenues, which have grown to $2.68 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for SoFi at Work intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
SoFi at Work Tech Stack and Enterprise Applications
SoFi at Work ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Sage Intacct | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, SoFi at Work implemented Oracle NetSuite ERP as its core ERP Financial platform, migrating from Sage Intacct to support rapid scale and multi-subsidiary complexity. The deployment used NetSuite OneWorld capabilities to centralize finance and accounting operations across the corporate structure.
The implementation covered core financial modules including financial consolidation, financial reporting, accounts payable, intercompany eliminations, system allocations, and automated depreciation schedules. Oracle NetSuite ERP was configured to produce documented journal entries and real-time cash position reporting, enabling routine financial close and audit workflows to run inside the application rather than via spreadsheets.
Integration and operational coverage included multi-subsidiary management across locations such as California, Montana, Utah, New York, and Virginia, and the SuiteCloud development platform was employed to enable direct integrations with banking partners. The solution leveraged NetSuite OneWorld global capabilities with support for 190 currencies, 20 languages, and automated tax compliance in over 100 countries to position SoFi at Work for international expansion.
Governance and process changes were centered on improving auditability and financial controls, with NetSuite documenting all journal entries and enforcing allocation rules so expenses map to the correct financial statement line by department or location. The configuration reduced reliance on manual reconciliations and Excel, shifting close, reporting, and intercompany workflows into governed system processes.
Reported outcomes from the deployment included a two thirds reduction in financial close times, a move from multi-hour report generation to real-time reporting, improved IT and finance efficiency with only two additional finance hires during a period of significant headcount growth, and lower IT cost and overhead due to cloud operations. These explicit results demonstrate how Oracle NetSuite ERP supported SoFi at Work's ERP Financial requirements for scalability, control, and real-time financial visibility.
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SoFi at Work HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Eastridge Workforce Solutions | Legacy | Talient VMS | Contingent Labor Management | HCM | n/a | 2022 | 2022 |
In 2022 SoFi at Work implemented Talient VMS as its Contingent Labor Management solution. The deployment is linked to Eastridge Workforce Management, now part of Workwell, which provided contingent workforce and managed service provider services to centralize contractor and vendor management and to enforce compliance in HR and payroll for the United States, and the Workwell acquisition announcement references EWM's VMS technology supporting Talient VMS usage.
The specific Talient module usage is not named in the source, however Talient VMS deployments in the Contingent Labor Management category typically include supplier management, requisitioning and candidate submission workflows, contractor onboarding and credential tracking, and time and billing controls. Configuration emphasis would be on centralizing contingent worker lifecycle management and automating compliance checks to align contractor records with HR and payroll processes.
Operational coverage focused on the United States contractor population, with HR and payroll as the primary business functions impacted. Governance was exercised through Eastridge Workforce Management MSP services, which centralized vendor onboarding, compliance verification, and vendor billing oversight to create a single point of control for contingent labor administration.
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Learning and Development | HCM |
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2023 | 2023 |
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Talent Assessment | HCM |
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2020 | 2020 |
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Talent Management | HCM |
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2019 | 2019 |
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SoFi at Work ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Nelnet Payment Services | Legacy | Nelnet Velocity | Loan Management | ERP Services and Operations | n/a | 2025 | 2025 |
In 2025 SoFi at Work implemented Nelnet Velocity as its Loan Management solution. Nelnet began converting and servicing SoFi Lending Corp.'s loan portfolio with bulk conversions occurring in late Q4 2024 and during Q1 2025, and Nelnet assumed servicing operations for those accounts in the United States.
The implementation leveraged Nelnet Velocity's core loan boarding and servicing capabilities, emphasizing bulk loan conversion, payment processing, account maintenance, collections workflow, and servicing reporting. Configuration concentrated on hosted servicing workflows to centralize account servicing, billing, and ongoing borrower account management for private and consumer loans.
Nelnet relied on its hosted Nelnet Velocity servicing platform to execute the conversions and to operate day to day servicing across U.S. borrower accounts, integrating operational workflows with Nelnet's servicing teams. The deployment oriented the Loan Management solution to support loan servicing operations, customer service functions, collections activities, and servicing accounting processes.
Rollout was phased across late Q4 2024 into Q1 2025 with Nelnet operationally taking responsibility for portfolio administration and servicing governance aligned to Nelnet Velocity processes. The conversion effort is reported to have driven increased private and consumer loan servicing revenue for Nelnet, while servicing orchestration and operational control were centralized on the Nelnet Velocity platform.
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SoFi at Work Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2013 | 2013 |
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Online Meeting Scheduling | Collaboration |
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2019 | 2019 |
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SoFi at Work Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2024 | 2024 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Intelligent Document Processing | Content Management |
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2018 | 2018 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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SoFi at Work CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2021 | 2021 |
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Customer Analytics | CRM |
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2022 | 2022 |
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Customer Engagement | CRM |
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2018 | 2018 |
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Customer Engagement, Customer Loyalty | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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SoFi at Work ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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SoFi at Work TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2020 | 2020 |
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AML, Fraud and Compliance, Risk Management | TRM |
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2023 | 2023 |
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Risk Management, Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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SoFi at Work PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2013 | 2013 |
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SoFi at Work IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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SoFi at Work CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Data Loss Prevention, Threat Modeling | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Phishing Protection | CyberSecurity |
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2024 | 2024 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at SoFi at Work
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President, Credit Card Operations | VP | Finance | |
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Manager, Credit Risk | Manager | Finance | |
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Associate Manager of Collections | Manager | Finance | |
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VP of Operations | VP | Operations | |
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Senior Mortgage Loan Officer | Director | Operations | |
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Home Lending/Credit Card Chief Compliance Officer | CXO | Finance | |
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Head of Operations | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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VP Accounting | VP | Finance | |
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VP Finance | VP | Finance | |
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Director of IT | Director | IT | |
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Accounts Payable Manager | Manager | Finance | |
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Senior Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by SoFi at Work Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SoFi at Work IT executives and key decision makers. This section highlights SoFi at Work's latest recorded technology evaluations, including PolyAI for Chatbots and Conversational AI on 2025-05-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SoFi at Work digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-05-07 | SoFi at Work | Evaluated | PolyAI | PolyAI | Chatbots and Conversational AI | AI-Powered Application |
FAQ - APPS RUN THE WORLD SoFi at Work Technographics
SoFi at Work is a Banking and Financial Services organization based in United States,
with around 5000 employees and annual revenues of $2.68 billion.
SoFi at Work operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Talient VMS and Nelnet Velocity,
covering areas like ERP Financial, Contingent Labor Management and Loan Management.
SoFi at Work has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Eastridge Workforce Solutions and Nelnet Payment Services.
SoFi at Work recently adopted applications including
Nelnet Velocity in 2025, Glassbox Secure File Sharing in 2024 and Sentra DSP in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SoFi at Work’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SoFi at Work’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete SoFi at Work technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.