SoFi Invest
Provider 
Founded 2011
Sells To —
Pricing Model —
Ownership Public

All-in-one investing platform for stocks, ETFs, options, crypto, IPOs, fractional shares, and automated robo-advisory.
SoFi Invest is an all-in-one investing platform offering self-directed investing in stocks, ETFs, options, crypto, and IPOs; automated robo-investing with automatic rebalancing; and retirement accounts including Traditional, Roth, and SEP IRAs.
The platform charges no commissions on stock and ETF trades and offers fractional shares starting at $1. SoFi Invest was ranked first in the J D Power 2026 United States Investor Satisfaction Study for DIY Investors.
Charles Schwab

Charles Schwab
schwab.com
E*trade

Retail Online Brokerage
us.etrade.com
Robinhood

Robinhood: Trading & Investing
robinhood.com
| Attribute | SoFi Invest | Charles Schwab | Retail Online Brokerage | Robinhood: Trading & Investing | |
|---|---|---|---|---|---|
| Provider | |||||
| Founded | 2011 | 1971 | 1982 | 2013 | |
| Sells To | — | — | Retail | Consumers | |
| Pricing Model | — | — | No-Fee Investing | Software, Transactional | |
| Ownership | Public | — | Subsidiary | Public |
Provider 
Founded 2011
Sells To —
Pricing Model —
Ownership Public
Provider 
Founded 1971
Sells To —
Pricing Model —
Ownership —
Provider 
Founded 1982
Sells To Retail
Pricing Model No-Fee Investing
Ownership Subsidiary
Provider 
Founded 2013
Sells To Consumers
Pricing Model Software, Transactional
Ownership Public



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Multi-asset investing platform for stocks, bonds, crypto, and options.

Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.

Ally Invest is a digital investment platform offering self-directed trading, managed portfolios, and forex.

Embedded digital investing for credit unions and community banks.

Atomic Brokerage Services lets companies launch investing in fractional stocks, bonds, ETFs and alternatives across global markets.

Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.

Invesco's ETF platform offers index and active ETFs across asset classes for retail and institutional investors.

BMO InvestorLine Self-Directed is an online trading platform for self-directed Canadian investors.

Advanced trading platform for active investors with customizable charts, options tools, and futures trading.

Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.

Mutual funds, investment advisory services, and 529 college savings plans.

Moomoo is the retail investing platform of Futu Holdings for US and other global markets.
