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Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal
Manage episode 387868289 series 2892948
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In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities.
The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, providing advisors with the right data and tools to optimize clients' financial well-being. The trio discusses the complexities of managing liabilities, the untapped potential of debt optimization, and the pivotal role financial advisors play in reshaping the landscape of wealth management.
Learn more about Siddhartha, Rohit, and Sora Finance at https://www.sorafinance.com
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