Ares Wealth Management Solutions empowers advisors to incorporate private markets investing into their practice with hands-on guidance and education. The firm aims to make private markets more accessible to their clients through a suite of investment solutions.

Ares Wealth Management Solutions

SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation and home improvement projects; and home loans. The company also provides cash management, investment, and technology services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions; and Apex, a technology enabled platform that provides investment custody and clearing brokerage services, as well as Technisys, a cloud-based digital multi-product core banking platform. The company was founded in 2011 and is headquartered in San Francisco, California.

Ian Brady

Andrew Carra

Daniel Macklin

James Finnigan

Michael Cagney

SoFi Technologies, Inc.

Vanguard offers exchange-traded funds (ETFs) that combine the diversification of mutual funds with real-time pricing, allowing investors to access a wide range of stocks and bonds through a single fund.

Vanguard

Betterment is an American financial advisory company that provides digital investment, retirement, and cash management services. It is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority. The company offers personalized financial advice using robo-advisor technologies and licensed financial advisors.

Metric
Company Name	Ares Wealth Management Solutions	SoFi Technologies, Inc.	Vanguard	Betterment
Symbol		SOFI
MSH ID	COM:ARESWMS	COM:SOFI	COM:VANGUARD:INVESTOR	COM:BETTERMENT
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Financial - Credit Services	Investment Management	Financial Services
Country	US	US	US
Stage
Employee Count		4.40K		101
Website	areswms.com	sofi.com	investor.vanguard.com/etf	betterment.com
LinkedIn		sofi
Founders

Metric
Market Cap		6.95B
Enterprise Value
Monthly Web Traffic	2.09K	17.71M	23.23M
Web Traffic Growth	26.49	0.11	0.17
Valuation
Raised Capital		750M

Metric
Revenue		2.05B
Revenue (LTM)
Revenue (NTM)
Gross Profit		2.05B
EBITDA		-300.33M
Operating Income		-300.33M
Net Income		-300.74M
EPS		-0.32
Diluted EPS		-0.32
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin		0.69
Operating Profit Margin		0.06
EBITDA Margin		-0.15
Net Profit Margin		-0.05
Return on Equity		-0.02
Return on Assets		-0.00
Return on Capital Employed		0.00

COM:ARESWMS

Ares Wealth Management Solutions

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio		-24.26
P/B Ratio		1.39
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		4.47
EV Multiple		444.62

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding		1.42K
Operating Cycle		1.43K
Cash Conversion Cycle		1.22K
Asset Turnover		0.08

Metric
Operating Cash Flow		551.87M
Free Cash Flow		430.68M
Cash Flow to Debt
Operating Cash Flow/Sales		-0.82
Free Cash Flow Yield		-0.95

Metric
Cash & Equivalents		3.62B
Accounts Receivable
Inventory
Goodwill		1.39B
Debt to Capitalization		0.49
Debt to Assets
Current Ratio
Quick Ratio		165.31

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.13
R&D to Revenue		0.24
SG&A to Revenue		0.24