SigFig

HQ Address

2443 Fillmore Street, #380-1512, San Francisco, California 94115, United States

Website Address

www.sigfig.com

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Business introduction

Driving growth through digital innovation

Our multi product, integrated platform helps financial institutions empower customers, financial advisors, and bankers to identify, grow, and achieve their goals

Using a combination of design, data science, and technology, SigFig builds platforms for financial institutions that delight consumers and empower bankers to have more advice-driven conversations.

For consumer banking, we've built SigFig Atlas, a digital platform that guides consumers through rich needs-discovery journeys, delivers advice, and connects them to the right resources and financial products.

For wealth management, we've built SigFig CoPilot, a modern managed accounts platform that digitizes processes, freeing up full-service financial advisor teams to nurture client relationships and dramatically improve the client experience.

Our enterprise technology accelerates time to market for our partners, while doing so in a secure, scalable, and compliant way.

Founded in 2007, SigFig is backed by leading financial institutions including Eaton Vance, Comerica Bank, New York Life, Santander InnoVentures, and UBS, as well as top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures. The company is headquartered in San Francisco, California.

SigFig Solutions

SigFig Digital Wealth

Built for Enterprise Serve The Mass Affluent Multi-Channel Interaction Advisor Enablement Simplify Processes Digital-First Experience Security & Reliability The SigFig Digital Wealth Difference Serve The Mass Affluent Integrating investing with core banking with easy-to-understand portfolio options. Multi-Channel Interaction Deliver a hybrid advice model with solutions purpose-built for remote advice on any device. Advisor Enablement Risk tolerance questionnaires and needs discovery journeys help advisors......

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SigFig Discover

Only SigFig Discover works across all channels to turn stated and unstated financial needs into engagement and growth opportunities. The challenges Discover was built for Changing Branch Traffic Pre-Appointment Preparation Digital Onboarding Dropoff Missed Referral Opportunities Incomplete Sales Processes Slow Lead Generation Declining Branch Traffic Digitizes the process of needs discovery so you can understand your customers from anywhere. Inconsistent......

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SigFig for Enterprise

SigFig's enterprise technology accelerates time to market in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. Enterprise digital advice platform Our platform is built on an open architecture that's designed to integrate easily into your platform. We work closely......

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