Investors of nearly every type and size can now access differentiated private-market strategies, including General Partner (GP) stakes, professional sports, energy, and space and defense, through the SoFi Invest

<p xmlns="http://www.w3.org/1999/xhtml" class="prntac">Investors of nearly every type and size can now access differentiated private-market strategies, including General Partner (GP) stakes, professional sports, energy, and space and defense, through the SoFi Invest ecosystem</p><p xmlns="http://www.w3.org/1999/xhtml"><span xmlns="http://www.w3.org/1999/xhtml" class="legendSpanClass">HOUSTON</span>, <span xmlns="http://www.w3.org/1999/xhtml" class="legendSpanClass">Aug. 6, 2026</span> /PRNewswire/ -- CAZ Investments (&#34;CAZ&#34;), a leading Houston-based alternative investment firm, today announced that investors utilizing the SoFi Invest&#xAE; platform can now invest in two CAZ funds, providing streamlined, cost-efficient access to diversified private-market assets.</p>
    <div xmlns="http://www.w3.org/1999/xhtml" class="PRN_ImbeddedAssetReference" id="DivAssetPlaceHolder1">
                <p xmlns="http://www.w3.org/1999/xhtml">
                    <img xmlns="http://www.w3.org/1999/xhtml" src="https://mmx.prnewswire.com/media/MS579175/CAZ-Investments-Logo.jpg?id=OA2828982" title="CAZ Investments" alt="CAZ Investments"></img>
                </p>
    </div>
<p xmlns="http://www.w3.org/1999/xhtml">The collaboration advances CAZ&#39;s longstanding mission to broaden access to investment opportunities that have historically been available primarily to institutions and ultra-high-net-worth investors. Through SoFi Invest, individual &#34;do-it-yourself&#34; investors can now incorporate professionally managed private-market strategies into their portfolios through a familiar digital platform.</p><p xmlns="http://www.w3.org/1999/xhtml">&#34;For decades, many of the most compelling private-market opportunities were available only to a relatively small category of high-net-worth investors,&#34; said Christopher Zook, Founder and Chief Investment Officer of CAZ Investments. &#34;The regulatory changes in 2025 have allowed us to expand access to virtually all investors. By working with SoFi Invest, we are helping more investors participate in the long-term growth potential of private markets with the simplicity and convenience they expect from a modern investment platform.&#34;</p><p xmlns="http://www.w3.org/1999/xhtml">The CAZ funds available through SoFi Invest provide exposure to differentiated investment themes shaping the global economy. These include ownership interests in leading alternative asset management firms through GP stakes; professional sports franchises; the infrastructure and energy required to power artificial intelligence, robotics, and rising global electricity demand; and the modernization of the space and defense industries.</p><p xmlns="http://www.w3.org/1999/xhtml">&#34;This collaboration represents an important milestone in democratizing access,&#34; Zook added. &#34;When access to private markets is broadened thoughtfully and responsibly, more investors have the opportunity to build diversified portfolios designed for long-term wealth creation.&#34;</p><p xmlns="http://www.w3.org/1999/xhtml">To learn more about SoFi Invest and the CAZ strategies available on the platform, please visit <a xmlns="http://www.w3.org/1999/xhtml" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4747105-1&amp;h=1145517448&amp;u=https%3A%2F%2Fsofi.app.link%2Fprivate-markets&amp;a=https%3A%2F%2Fsofi.app.link%2Fprivate-markets" target="_blank" rel="nofollow">https://sofi.app.link/private-markets</a>.</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">About CAZ Investments<br xmlns="http://www.w3.org/1999/xhtml"></br></b>CAZ Investments is a Houston-based alternative investment firm that thematically curates differentiated investment opportunities for its global network of investors. Founded in 2001, CAZ has grown to become one of the world&#39;s top 120 allocators&#x2A; to private equity. With $11 billion+ in assets currently deployed, CAZ has created more than 100 private and registered funds to invest shoulder to shoulder with its network and provide unique exposure to asset classes such as GP Stakes, Professional Sports Ownership, Disruptive Technology, Energy, Real Estate, and more.</p><p xmlns="http://www.w3.org/1999/xhtml">The CAZ global network consists of over 9,100 investors in all 50 states and 41 countries. The group includes more than 500 wealth management firms, investment advisors, family offices, and institutional investors, who value the innovative and differentiated opportunities that CAZ develops.</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">About SoFi</b><br xmlns="http://www.w3.org/1999/xhtml"></br>SoFi Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/SOFI">SOFI</a>) is the everything app for digital financial services on a mission to help people achieve financial independence to realize their ambitions. 15.8 million members trust SoFi to borrow, save, spend, invest, and protect their money and buy, sell and hold their <span xmlns="http://www.w3.org/1999/xhtml">crypto</span> – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Banks, fintechs, and brands use innovative capabilities from SoFi Tech Solutions to serve over 134 million global accounts. For more information, visit <a xmlns="http://www.w3.org/1999/xhtml" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4747105-1&amp;h=1017960454&amp;u=http%3A%2F%2Fwww.sofi.com%2F&amp;a=www.sofi.com" target="_blank" rel="nofollow">www.sofi.com</a> or download our iOS and Android apps.</p><p xmlns="http://www.w3.org/1999/xhtml">&#x2A;Source: PREQIN</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">Media Contact:<br xmlns="http://www.w3.org/1999/xhtml"></br></b>Lisa Salazar<br xmlns="http://www.w3.org/1999/xhtml"></br>JConnelly for CAZ Investments<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" href="mailto:CAZ@JConnelly.com" target="_blank" rel="nofollow">CAZ@JConnelly.com</a></p>



<p xmlns="http://www.w3.org/1999/xhtml" id="PURL"><img xmlns="http://www.w3.org/1999/xhtml" title="Cision" width="12" height="12" alt="Cision" src="https://edge.prnewswire.com/c/img/favicon.png?sn=NY20632&amp;sd=2026-08-06"></img> View original content to download multimedia:<a xmlns="http://www.w3.org/1999/xhtml" id="PRNURL" rel="nofollow" href="https://www.prnewswire.com/news-releases/caz-investments-partners-with-sofi-to-democratize-access-to-private-markets-302844954.html" target="_blank">https://www.prnewswire.com/news-releases/caz-investments-partners-with-sofi-to-democratize-access-to-private-markets-302844954.html</a></p><p xmlns="http://www.w3.org/1999/xhtml">SOURCE CAZ Investments</p>

SOFI

CAZ Investments Partners with SoFi to Democratize Access to Private Markets

CAZ and SoFi Invest Expand Private-Market Access for DIY Investors

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>Investors of nearly every type and size can now access differentiated private-market strategies, including General Partner (GP) stakes, professional sports, energy, and space and defense, through the SoFi Invest</p>
  </section>

  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>CAZ Investments is partnering with SoFi Invest to offer two CAZ funds, broadening access to private-market strategies for individual investors. The move leverages 2025 regulatory changes to widen participation beyond institutions, adding GP stakes, sports, energy, and space/defense themes to SoFi&#039;s platform. If uptake is solid, SoFi could see higher Invest activity and incremental fee-based revenue over the next 6–12 months.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>CAZ Investments partners with SoFi Invest to offer two private-market funds. Investors gain access to GP stakes, sports, energy, and space/defense strategies.</li><li>CAZ cites 2025 regulatory changes expanding private-market access beyond institutions.</li><li>SoFi Invest expands product diversification and DIY investor reach.</li><li>CAZ has $11B+ assets deployed and 9,100 investors across 50 states and 41 countries.</li></ul>
  </section>

  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>CAZ Investments (CAZ)</strong>: Houston-based alternative investment firm; funds accessed via SoFi Invest; expands private-market access.</li><li><strong>SoFi Technologies (SOFI)</strong>: Beneficiary platform provider; expansion of private-market offerings may drive user engagement and potential fee revenue.</li></ul>
  </section>

  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>Category: Corporate Developments. This is a strategic partnership that broadens SoFi Invest&#039;s product suite and democratizes access to private markets, aligning with SoFi&#039;s growth-through-diversification thesis.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>SOFI shares may react modestly to expanded private-market offerings on SoFi Invest.</li><li>Potential increase in SoFi Invest engagement and AUM if CAZ funds attract DIY investors.</li><li>Regulatory backdrop cited by CAZ in 2025 adds a favorable tailwind for private-market access.</li></ul>
  </section>

  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Two CAZ funds available on SoFi Invest.</li><li>CAZ assets deployed: $11B+.</li><li>CAZ network: 9,100 investors across 50 states and 41 countries.</li><li>CAZ founded 2001; among top 120 allocators to private equity.</li><li>Announcement date: Aug 6, 2026.</li></ul>
  </section>

  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Positive near-term catalyst; expect SOFI user growth and revenue upside within 6–12 months.</p>
  </section>
</section>


<p xmlns="http://www.w3.org/1999/xhtml" class="prntac">Investors of nearly every type and size can now access differentiated private-market strategies, including General Partner (GP) stakes, professional sports, energy, and space and defense, through the SoFi Invest ecosystem</p><p xmlns="http://www.w3.org/1999/xhtml"><span xmlns="http://www.w3.org/1999/xhtml" class="legendSpanClass">HOUSTON</span>, <span xmlns="http://www.w3.org/1999/xhtml" class="legendSpanClass">Aug. 6, 2026</span> /PRNewswire/ -- CAZ Investments (&#34;CAZ&#34;), a leading Houston-based alternative investment firm, today announced that investors utilizing the SoFi Invest&#xAE; platform can now invest in two CAZ funds, providing streamlined, cost-efficient access to diversified private-market assets.</p>
    <div xmlns="http://www.w3.org/1999/xhtml" class="PRN_ImbeddedAssetReference" id="DivAssetPlaceHolder1">
                <p xmlns="http://www.w3.org/1999/xhtml">
                    <img xmlns="http://www.w3.org/1999/xhtml" src="https://mmx.prnewswire.com/media/MS579175/CAZ-Investments-Logo.jpg?id=OA2828982" title="CAZ Investments" alt="CAZ Investments"></img>
                </p>
    </div>
<p xmlns="http://www.w3.org/1999/xhtml">The collaboration advances CAZ&#39;s longstanding mission to broaden access to investment opportunities that have historically been available primarily to institutions and ultra-high-net-worth investors. Through SoFi Invest, individual &#34;do-it-yourself&#34; investors can now incorporate professionally managed private-market strategies into their portfolios through a familiar digital platform.</p><p xmlns="http://www.w3.org/1999/xhtml">&#34;For decades, many of the most compelling private-market opportunities were available only to a relatively small category of high-net-worth investors,&#34; said Christopher Zook, Founder and Chief Investment Officer of CAZ Investments. &#34;The regulatory changes in 2025 have allowed us to expand access to virtually all investors. By working with SoFi Invest, we are helping more investors participate in the long-term growth potential of private markets with the simplicity and convenience they expect from a modern investment platform.&#34;</p><p xmlns="http://www.w3.org/1999/xhtml">The CAZ funds available through SoFi Invest provide exposure to differentiated investment themes shaping the global economy. These include ownership interests in leading alternative asset management firms through GP stakes; professional sports franchises; the infrastructure and energy required to power artificial intelligence, robotics, and rising global electricity demand; and the modernization of the space and defense industries.</p><p xmlns="http://www.w3.org/1999/xhtml">&#34;This collaboration represents an important milestone in democratizing access,&#34; Zook added. &#34;When access to private markets is broadened thoughtfully and responsibly, more investors have the opportunity to build diversified portfolios designed for long-term wealth creation.&#34;</p><p xmlns="http://www.w3.org/1999/xhtml">To learn more about SoFi Invest and the CAZ strategies available on the platform, please visit <a xmlns="http://www.w3.org/1999/xhtml" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4747105-1&amp;h=1145517448&amp;u=https%3A%2F%2Fsofi.app.link%2Fprivate-markets&amp;a=https%3A%2F%2Fsofi.app.link%2Fprivate-markets" target="_blank" rel="nofollow">https://sofi.app.link/private-markets</a>.</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">About CAZ Investments<br xmlns="http://www.w3.org/1999/xhtml"></br></b>CAZ Investments is a Houston-based alternative investment firm that thematically curates differentiated investment opportunities for its global network of investors. Founded in 2001, CAZ has grown to become one of the world&#39;s top 120 allocators&#x2A; to private equity. With $11 billion+ in assets currently deployed, CAZ has created more than 100 private and registered funds to invest shoulder to shoulder with its network and provide unique exposure to asset classes such as GP Stakes, Professional Sports Ownership, Disruptive Technology, Energy, Real Estate, and more.</p><p xmlns="http://www.w3.org/1999/xhtml">The CAZ global network consists of over 9,100 investors in all 50 states and 41 countries. The group includes more than 500 wealth management firms, investment advisors, family offices, and institutional investors, who value the innovative and differentiated opportunities that CAZ develops.</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">About SoFi</b><br xmlns="http://www.w3.org/1999/xhtml"></br>SoFi Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/SOFI">SOFI</a>) is the everything app for digital financial services on a mission to help people achieve financial independence to realize their ambitions. 15.8 million members trust SoFi to borrow, save, spend, invest, and protect their money and buy, sell and hold their <span xmlns="http://www.w3.org/1999/xhtml">crypto</span> – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Banks, fintechs, and brands use innovative capabilities from SoFi Tech Solutions to serve over 134 million global accounts. For more information, visit <a xmlns="http://www.w3.org/1999/xhtml" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4747105-1&amp;h=1017960454&amp;u=http%3A%2F%2Fwww.sofi.com%2F&amp;a=www.sofi.com" target="_blank" rel="nofollow">www.sofi.com</a> or download our iOS and Android apps.</p><p xmlns="http://www.w3.org/1999/xhtml">&#x2A;Source: PREQIN</p><p xmlns="http://www.w3.org/1999/xhtml"><b xmlns="http://www.w3.org/1999/xhtml">Media Contact:<br xmlns="http://www.w3.org/1999/xhtml"></br></b>Lisa Salazar<br xmlns="http://www.w3.org/1999/xhtml"></br>JConnelly for CAZ Investments<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" href="mailto:CAZ@JConnelly.com" target="_blank" rel="nofollow">CAZ@JConnelly.com</a></p>



<p xmlns="http://www.w3.org/1999/xhtml" id="PURL"><img xmlns="http://www.w3.org/1999/xhtml" title="Cision" width="12" height="12" alt="Cision" src="https://edge.prnewswire.com/c/img/favicon.png?sn=NY20632&amp;sd=2026-08-06"></img> View original content to download multimedia:<a xmlns="http://www.w3.org/1999/xhtml" id="PRNURL" rel="nofollow" href="https://www.prnewswire.com/news-releases/caz-investments-partners-with-sofi-to-democratize-access-to-private-markets-302844954.html" target="_blank">https://www.prnewswire.com/news-releases/caz-investments-partners-with-sofi-to-democratize-access-to-private-markets-302844954.html</a></p><p xmlns="http://www.w3.org/1999/xhtml">SOURCE CAZ Investments</p>

CAZ Investments is partnering with SoFi Invest to offer two CAZ funds, broadening access to private-market strategies for individual investors. The move leverages 2025 regulatory changes to widen participation beyond institutions, adding GP stakes, sports, energy, and space/defense themes to SoFi's platform. If uptake is solid, SoFi could see higher Invest activity and incremental fee-based revenue over the next 6–12 months.

News insight

CAZ Investments Partners with SoFi to Democratize Access to Private Markets

AI summary

Sentiment rationale

Key facts

Corporate Developments