Soon · Jun 2024
Soon launched Soon Advisory for financial advisors, adding AI features plus team/client management and advisor-managed stock and crypto trading.
Automated sweep account, invest without the stress of speculating
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Soon is a Salt Lake City-area fintech focused on fully automated crypto investing. Its core workflow links a bank account, dollar-cost averages deposits into crypto, and sells gains to reimburse spending, with tax tools and advisor-facing automation layered on top.
Primary product
Fully automated crypto investing / automated sweep account
Founded
2017
Headquarters
Salt Lake City, Utah, United States
Team size
1-10
Industry
Financial Services
Sub-industry
Crypto investing / wealthtech
Offices
Salt Lake City, UT 84081 (HQ)
2701 N. Thanksgiving Way #100, Lehi, UT 84043 (registered office)
Business model
subscription software
consumer fintech
advisor software / B2B2C
Funding
Stage
Seed / crowdfunding
Total raised
$2.4M
Latest round
Equity Crowdfunding · Jul 2023
Latest amount
$699.2K
Jul 2023
Mar 2022
Feb 2022 · Y Combinator
Mar 2021
People & investors
Founders
Founder & CEO (historical)
Work & culture
Public materials emphasize stress-free, automated investing, human-centered development, test-driven design, and data-driven execution.
Compensation
No public compensation information found.
Product & market
Pricing
Tiered subscription pricing with monthly and annual billing; annual plans advertise about 20% savings.
Differentiators
- —automated sweep account that links to bank activity
- —dollar-cost averaging into crypto assets
- —automatic gain sales to reimburse spending
- —tax-loss harvesting and Tax Stash
- —advisor-focused Soon Advisory product
- —transaction reliability improvements through Astra integration
Technology
Figma
React
React Native
Docker
PostgreSQL
Redux
MongoDB
C
Git
Node.js
RabbitMQ
Customers
individual crypto investors
financial advisors
advisor-managed clients
Competitors
Acorns
Betterment
SigFig
Robinhood
Mudrex
CoinRoutes
Scale & contact
Estimated revenue
$1M-$10M
Estimated monthly visits
2.1K
Traffic estimate as of Jun 2026
Latest news
Soon · Sep 2023
Soon announced product and pricing updates, including pre-pay options, a revamped UI, and dark mode.
Soon · Sep 2023
Soon introduced smart stop-loss and automated tax-loss harvesting tied to its Tax Stash workflow.
Soon · Sep 2023
Soon announced a partnership with Astra to speed up and improve the reliability and fraud protection of ACH deposits and withdrawals.
Soon · Apr 2023
Soon announced an upcoming Republic crowdfund and said nearly $90K had been reserved before launch.
Jobs and careers at Soon
0 jobs at Soon
No open positions
Check back later for new openings