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Founded Year



Series E | Alive

Total Raised


Last Raised

$50.75M | 6 yrs ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

+10 points in the past 30 days

About SigFig

SigFig focuses on digital wealth solutions. The company offers a range of services including needs discovery, remote collaboration, and digital wealth management solutions, designed to streamline operations for financial advisors and investors. SigFig primarily serves banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.

Headquarters Location

2443 Fillmore Street Suite 380-1512

San Francisco, California, 94115,

United States



ESPs containing SigFig

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

Financial Services / Wealth Tech

The B2C robo-advisors market offers automated advisory platforms that leverage algorithms and AI to offer personalized investment strategies based on a user's financial goals, risk tolerance, and timeline. They provide a convenient and cost-effective way for individuals to access professional-grade investment advice and portfolio management without the need for traditional human financial advisors…

SigFig named as Challenger among 12 other companies, including Betterment, Wealthfront, and Wealthsimple.

SigFig's Products & Differentiators

    SigFig Digital Advice Pro

    Modernizes the advisor-led managed accounts platform by connecting fragmented workflows Clients enjoy a digital experience while still benefiting from a dedicated advisor relationship Advisors gain significantly reduced operational complexity and improved client conversion/wallet share capture Firms reduce the cost of advisory programs while improving advice consistency and compliance SigFig integrates directly into existing advisor CRM or workstation, pulling client information into the flow. The advisor stays in the platform for the entire onboarding experience, never needing to go to different applications. (for needs discovery, proposal generation, funding, fulfillment, e-signature) After onboarding, we improve the efficiency of the advisor by automating personalized communication and other routines like annual reviews.


Research containing SigFig

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned SigFig in 2 CB Insights research briefs, most recently on Mar 28, 2023.

Expert Collections containing SigFig

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

SigFig is included in 3 Expert Collections, including Wealth Tech.


Wealth Tech

2,053 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Fintech 100

250 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.



8,123 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest SigFig News

Robo Portfolios Vary Widely for Same Client Profile: Morningstar

Oct 4, 2023

X X What You Need to Know Morningstar gathered suggested robo portfolios for two different client profiles. Recommendations for each investor varied sharply. Robo-advisors also differed in questions they asked potential clients. Investors shouldn’t assume that all robo-advisors will produce similar portfolio recommendations, according to a recent analysis from Morningstar . The data suggest that individuals interested in choosing a digital advice platform should first do some research to understand a service’s offerings. Robo-advisors’ recommended portfolios can vary significantly, Morningstar Research Services portfolio manager Amy Arnott noted in a recent column. As a follow-up to the research firm’s annual robo-advisor survey , Arnott asked an intern to dig into data to learn which asset allocations various digital advice services would suggest to two hypothetical investors — one aiming to make a down payment on a house in seven years and another investing funds for retirement in 25 years. Morningstar assumed that hypothetical investor A was 30 years old, earning $80,000 and seeking to save $50,000 for a down payment. This investor would have a $10,000 emergency fund, $50,000 in retirement savings and $10,000 in a taxable account earmarked for the robo-advisor portfolio, with plans to contribute $250 a month. For investor B, the research team assumed the client was 40 years old, earning $100,000 and building toward a $1 million retirement nest egg. This imaginary investor had a $10,000 emergency fund and $100,000 in an IRA to be used in the robo portfolio, with plans to contribute $500 every month. Morningstar also assumed that both investors had moderate risk tolerance. “The results were eye-opening,” Arnott wrote. Among the findings: Many Robo-Advisors Require Registration for Access to Questionnaires While Morningstar included 20 robo-advisors in its study, most required investors to establish an account or register by email to answer risk-tolerance questions, she wrote. Only seven firms allowed investors to go through the process without signing up, she said. “This lack of transparency is unfortunately pretty common in the digital advice industry,” Arnott wrote. “Investors often can’t access basic information about how their money will be invested until they actually sign up with a provider. That makes it impossible to determine ahead of time whether the portfolio would be a good fit.” The seven platforms that allowed investors to answer questions without registering were Ally Invest, E-Trade Core Portfolios, Fidelity Go, J.P. Morgan Automated Investing, Merrill Edge Guided Investing, Schwab Intelligent Portfolios and SigFig, Morningstar reported. The Latest Recommended Portfolios Differ Significantly Among the recommendations for investor A, Merrill Edge Guided Investing suggested 91% in equities, 8% in fixed income and 1% in cash, while E-Trade Core Portfolios advised 44% in equities and 56% in fixed income. Schwab Intelligent Portfolios recommended 49% in equities, 38% in fixed income and 12% in cash. Recommendations for investor B also varied widely. SigFig advised the client to invest 87% in equities and 13% in fixed income, while E-Trade recommended 44% in equities and 56% in fixed income, for example. Subasset allocations also differed broadly, according to Arnott. Most providers recommended ETFs focused on U.S. large-cap stocks, international developed markets and emerging markets, while Ally and E-Trade also included small- and mid-cap ETFs, Morningstar reported. Different Profiles Received Some Identical Suggestions One finding from Morningstar’s research was especially surprising, Arnott wrote. “Four of the seven robo-advisors — Ally Invest, E-Trade Core Portfolios, Fidelity Go, and Merrill Edge Guided Investing — recommended the exact same portfolio for both investor profiles,” she said. “This doesn’t really make sense.” The investors’ time horizons, Arnott noted, differed by 18 years, and the one saving for retirement in 25 years probably could and maybe should take on more equity risk, she said. Arnott speculated that those robo-advisors placed more importance on investor risk tolerance than on time horizon. That approach might keep clients invested in market downturns but may not be the best way for a client to save for a certain goal, Arnott added. Robo-Advisor Questions Differed Digital advisors generally ask clients questions to ascertain their goals, risk tolerance and timelines, then enter the information into software programs that use algorithms to deliver portfolio options, she noted. The number of questions each firm asked varied, ranging from six from Ally Invest, Fidelity Go and SigFig to 12 from Schwab Intelligent Portfolios, with SigFig using a streamlined fill-in-the-blank questionnaire, according to Morningstar. E-Trade Core Portfolios asked many questions on investors’ feelings about major market volatility, while time horizon appeared to play a big role for J.P. Morgan Automated Investing in forming suggested portfolios, according to the firm. Investors Should Do Their Homework “The upshot is that while robo-investing delivers on its promise to automate the investment process, investors should still do their own research and make sure they’re comfortable with the recommended portfolio before signing up with a specific provider,” Arnott concluded. NOT FOR REPRINT © 2023 ALM Global, LLC, All Rights Reserved.Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

SigFig Frequently Asked Questions (FAQ)

  • When was SigFig founded?

    SigFig was founded in 2006.

  • Where is SigFig's headquarters?

    SigFig's headquarters is located at 2443 Fillmore Street, San Francisco.

  • What is SigFig's latest funding round?

    SigFig's latest funding round is Series E.

  • How much did SigFig raise?

    SigFig raised a total of $110.3M.

  • Who are the investors of SigFig?

    Investors of SigFig include DCM Ventures, Bain Capital Ventures, Nyca Partners, Union Square Ventures, UBS and 7 more.

  • Who are SigFig's competitors?

    Competitors of SigFig include Raisin, FutureAdvisor, Human Interest, Blooom, ForUsAll and 7 more.

  • What products does SigFig offer?

    SigFig's products include SigFig Digital Advice Pro and 2 more.


Compare SigFig to Competitors

Betterment Logo

Betterment operates a financial advisory company. The platform offers digital investment solutions such as cryptocurrency investing, automated investing, financial planning, retirement planning, cash management services, and more. The company was founded in 2008 and is based in New York, New York.

Raisin Logo

Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.


ForUsAll offers a platform enabling employers to provide a modern 401(k) plan to employees with access to cryptocurrency, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Francisco, California.


Wacai operates as a fin-tech company. It develops an online personal financial management platform that provides users with wealth management services and credit solutions. The company was founded in 2009 and is based in Hangzhou, China.

Wealthsimple Logo

Wealthsimple provides a technology-driven investment manager combining a robo-advisory platform with access to live advisors. It offers investing tools and personalized advice designed to build long-term wealth. It facilitates customized investing portfolios. The company was founded in 2014 and is based in Toronto, Canada.

Human Interest Logo
Human Interest

Human Interest focuses on providing retirement savings solutions. The company offers affordable, full-service 401(k) and 403(b) plans, making it easier for small and medium-sized businesses to help their employees save for retirement. Its services primarily cater to the small and medium business sectors. It was formerly known as Captain401. It was founded in 2015 and is based in San Francisco, California.


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