Thanks for having me Matt Reiner! Enjoyed chatting about AI in wealth tech and why managing the liabilities side of the balance sheet is a clear differentiator for advisors.

Great convo with Matt!

Financial Advisors. Become superheroes SoraFinance. Sora finds the best loan terms for any situation (consumer or commercial) anywhere in the United States with our 100+ lenders. Book a demo at sorafinance.com to hear about our hundreds of real client case studies.

Really pumped about this one. Along with our consumer lending support, we are seeing a lot of clients struggle with small business lending needs. We are glad our software can now help out!

This is just amazing. Playing hoops every Monday since 1975. Absolutely love it.

Great to see! We are excited to help more folks optimize their liabilities SoraFinance

Thread on mortgage rates. Something I follow closely at Sora. Despite the recent rise in the 10-year yield, I projec the 10-year yield will cool to 3.7% and mortgage rates will drop into the 5%+ range by April 2025. Here’s why: Campaign vs. Policy: President Trump campaigned on

Unlock your clients' mortgage potential! 🏡💡Refinance for lower rates, leverage home equity, & optimize loan terms. Sora Finance connects you with top lenders & personalized options to help your clients thrive. 🤝 #MortgageTips #FinancialAdvisors #SoraFinance

Excited to announce Sora has been acquired by Flourish! globenewswire.com/news-release/2…

Grateful for HAF's leadership. The attack in Kashmir was barbaric and clearly targeted Hindus. This is abominable and needs to be forcefully condemned. India has a right and obligation to respond strongly to prevent further terror attacks. Hindu American Foundation

India has a right and obligation to defend itself from Islamic terrorism. nytimes.com/2025/05/06/wor…

Pakistan is a dictatorship that sponsors countless terrorist groups and allows them to operate freely. They are not a victim. India should have the full support of any country that is against terrorism and for democracy. Jai Shree Ram.