SoFi Securities (Hong Kong) Limited (“SoFi Hong Kong”), and its ultimate parent, SoFi Technologies, Inc. (SOFI), announced that Ms. Annie Lok has been appointed to lead the organization, effective January 1, 2025. A four-year veteran of SoFi Hong Kong, Ms. Lok will replace Mr. Mathias Paul Thomas Helleu (co-founder of 8 Securities subsequently acquired by SoFi on April 21, 2020), who is departing after four successful years with the company. This transition represents a significant step forward in SoFi Hong Kong’s commitment to helping people achieve financial independence and realize their ambitions.

Ms. Lok brings a wealth of experience in the financial services sector, having previously worked at E*TRADE, 8 Securities and other international financial institutions for over 25 years. Throughout her career, Ms. Lok has delivered significant success on projects across the Asia-Pacific region, as well as in the UK and US.

SoFi Hong Kong remains dedicated to helping people achieve financial independence and realize their ambitions in Hong Kong. The SoFi Hong Kong App offers a range of user-friendly investment tools with competitively low fees, making it accessible to a diverse audience, including young investors and female investors. SoFi Hong Kong’s Platform not only facilitates investments in US and Hong Kong stocks, but also features one of Hong Kong’s pioneering Robo-Advisor - Auto Invest offerings.

“I’m thrilled to lead SoFi Hong Kong in its next chapter and continue helping our members get their money right,” said Ms. Lok. “On behalf of all of us, we extend our sincere gratitude to Mr. Helleu for his exceptional service and contributions to SoFi Hong Kong. We wish him continued success in his future endeavors.”

SoFi Highlights in Q4 2024:

  • December 17, 2024: SoFi announces it has reached 10 million members. “Hitting the 10 million member mark is more than just a number,” said Anthony Noto, CEO of SoFi. “This milestone represents the tangible ways we’ve helped our members get their money right on their path to financial independence – whether that’s paying down debt, buying their first home, or making investments for the future. As for SoFi, this is only the beginning – we’re looking forward to building on our track record of product innovation to serve even more people in the years ahead. The best is yet to come.”
  • October 29, 2024: SoFi records its fourth consecutive quarter of GAAP profitability, reporting Net Revenue of $697 Million and Net Income of $61 Million for its third quarter ended September 30, 2024.

About SoFi

SoFi Technologies, Inc. (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services, dedicated to helping people achieve financial independence and realize their ambitions. The company’s comprehensive suite of financial products and services empowers its 10 million members to borrow, save, spend, invest, and protect their money more effectively, all within a single app. SoFi also provides members with resources to help them advance, including access to credentialed financial planners, exclusive experiences and events, and a thriving community on their journey to financial independence.

SoFi is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.

For further information, please contact: SoFi Media Relations PR@sofi.org

SoFi Technologies (NASDAQ:SOFI)
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