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SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions. It offers SigFig Atlas, a digital platform for consumer banking, delivering customer engagement, needs discovery, and lead generation capabilities. The company also provides SigFig CoPilot, a managed accounts platform, and SigFig Digital Advice, a digital solution that combines client experience, an investment engine, and a suite of tools for client adoption and service.

HQSan Francisco, CA, US
Employee Ratings4
Overall CultureD+

Latest Updates

Employees (est.) (Sept 2021)153(+6%)
Cybersecurity ratingBMore

Key People/Management at SigFig

Mike Sha

Mike Sha

Co-Founder and CEO
Roger Fong

Roger Fong

Chief Technology Officer
Terry Banet

Terry Banet

Chief Investment Officer
Anne Morrissey

Anne Morrissey

Chief Financial Officer
Lisa Haugh

Lisa Haugh

Chief People Officer and General Counsel
Michael Korcuska

Michael Korcuska

Chief Product Officer
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SigFig Office Locations

SigFig has an office in San Francisco
San Francisco, CA, US (HQ)
560 Davis St #250, 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

3 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



  • Compensation



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SigFig News and Updates

Insights on the Robo Advisory Global Market to 2027 - Featuring Betterment, FutureAdvisor & SigFig Wealth Management Among Others

Dublin, Feb. 18, 2021 (GLOBE NEWSWIRE) -- The "Robo Advisory - Global Market Trajectory & Analytics" report has been added to ResearchAndMarkets.com's offering. The publisher brings years of research experience to the 9th edition of this report. The 106-page report presents concise insights in…

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...
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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 Terry Banet.

  • How many employees does SigFig have?

    SigFig has 153 employees.

  • Who are SigFig competitors?

    Competitors of SigFig include Personal Capital, Betterment and Wealthfront.

  • Where is SigFig headquarters?

    SigFig headquarters is located at 560 Davis St #250, 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.