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SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels.

Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig’s Enterprise Digital Wealth Management platform helps millions of people around the world track and optimize over $400B in assets. Its battle-tested enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. And its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients.

HQSan Francisco, US
Employee Ratings3.8
Overall CultureC-

Latest Updates

Employees (est.) (Nov 2020)134(-1%)
Cybersecurity ratingAMore

Key People/Management at SigFig

Mike Sha

Mike Sha

Co-Founder, CEO
Roger Fong

Roger Fong

Yair Levin

Yair Levin

Senior Product Manager
Steve Lifgren

Steve Lifgren

Head of Operations
Terry Banet

Terry Banet

Chief Investment Officer
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SigFig Office Locations

SigFig has an office in San Francisco
San Francisco, US (HQ)
225 Valencia St, San Francisco
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SigFig Financials and Metrics

Summary Metrics

Founding Date


SigFig total Funding

$122.8 m

SigFig latest funding size

$50.75 m

Time since last funding

2 years ago

SigFig investors

SigFig's latest funding round in June 2018 was reported to be $50.8 m. In total, SigFig has raised $122.8 m
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SigFig Operating Metrics

SigFig's Registered Users was reported to be 800 k in FY, 2017. SigFig's Assets Under Management was reported to be $350b in FY, 2017.
FY, 2017

Registered Users

800 k

Assets Under Management

$350 b
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SigFig Cybersecurity Score

Cybersecurity ratingPremium dataset



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SigFig Online and Social Media Presence

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SigFig Company Culture

  • Overall Culture



  • CEO Rating



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SigFig News and Updates

SigFig raised $120 million on the promise of reinventing investing, but hasn't announced a big partnership in years. Here's how it went from inking deals with UBS and Wells Fargo to struggling to compete.

SigFig has raised some $120 million in funding from the likes of DCM Ventures and Bain Capital Ventures and signed partnerships with industry giants with the promise of powering wealth-tech. But in recent months, a string of executives and other employees have left, 10% of its workforce was cut, a…

Refinitiv to use SigFig platform for institutional digital advisory services

Refinitiv today further demonstrates its commitment to the wealth management industry by announcing...

SigFig launches digital advice platform for banks

SigFig, a financial technology company that is reimagining customer experiences in financial service...

SigFig Hires Veteran Technology and Financial Services Executive as First CFO

SAN FRANCISCO, March 20, 2019 /PRNewswire/ -- SigFig, a technology company helping to reimagine customer experiences in financial services, today announced the appointment of finance and technology veteran Anne Morrissey to the position of Chief Financial Officer. Ms. Morrissey will...

SigFig ships digital wealth platform

SigFig, an enterprise financial technology firm that develops next-generation products for banks and...

SigFig Announces Digital Wealth Platform for Advisors, Expands Partnership with Citizens Bank Wealth Management

SAN FRANCISCO, Oct. 30, 2018 /PRNewswire/ -- SigFig, an enterprise financial technology firm that develops next-generation products for banks and wealth management firms, today unveiled CoPilot, a digital wealth platform for financial advisors. Deepening its partnership with SigFig,...
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SigFig Frequently Asked Questions

  • When was SigFig founded?

    SigFig was founded in 2008.

  • Who are SigFig key executives?

    SigFig's key executives are Mike Sha, Roger Fong and Yair Levin.

  • How many employees does SigFig have?

    SigFig has 134 employees.

  • Who are SigFig competitors?

    Competitors of SigFig include Personal Capital, Betterment and Wealthfront.

  • Where is SigFig headquarters?

    SigFig headquarters is located at 225 Valencia St, San Francisco, San Francisco.

  • Where are SigFig offices?

    SigFig has an office in San Francisco.

  • How many offices does SigFig have?

    SigFig has 1 office.