“We believe that the people who need sophisticated advice the most are the ones that the traditional industry has decided don’t qualify for it.”
— Finn Hefferon, Chief Executive Officer (CEO), Sora Wealth
- October 26, 2026
- October 26, 2026
Finn Hefferon, Chief Executive Officer (CEO) of Sora Wealth, tells CB Insights how they view the market, customer needs, and their company.
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