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Marla Sofer


Marla Sofer


Financial Planning



Marla is a fintech founder, keynote speaker, and former executive at traditional wealth and asset management firms and leading transformational fintech providers. She led operational partnerships at BlackRock and J.P. Morgan quantified in the billions of dollars before leaping into fintech to improve customer experiences. 

Marla has built and scaled integration, channel, and corporate development partnerships at high-growth fintech companies, including Carta, Jemstep, Xignite, and Lending Club, innovating in the areas of private equity, digital advice, financial market data, and fixed income. She has experience as a client, a vendor, and a partner leading digital transformation in banking and capital markets, and as a change agent driving diversity and inclusion. She founded two women’s networks and speaks frequently on topics related to the evolution of financial services to broader audiences. 

In 2020, she was selected as a Silicon Valley Business Journal Woman of Influence and was recognized in 2021 as a Woman in Wealth Tech to Watch. She earned an MBA in Business Strategy and International Business from Rutgers University and a BA from the University of Texas at Austin. She lives in Foster City with her two teenage children, husband of 20+ years, and dog, Bear.