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SigFig

SigFig

Private
San Francisco, CaliforniaFinTechhttps://www.sigfig.com

Last Round

Series E

Jun 19, 2018

Total Funding Raised

$119.5M

Momentum

Quiet

No recent growth signals

Company Overview

SigFig is a financial technology company that offers a wealth management platform providing personalized investment advice through a blend of design, data science, and technology to help investors of all wealth levels achieve their financial goals.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2B2C

Customer Profile

Subscription SaaS, Freemium, Revenue Share, Services & Consulting

AI Layer

Application

Keywords

white-label platformrobo-advisordigital wealth managementwealthtechinvestment managementwealth operating systemautomated investingfinancial advisor toolsB2B2C platformAI-powered toolsportfolio managementdirect-to-consumerportfolio tracker

Historical Pricing

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Caplight Momentum Score

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SigFig Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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SigFig Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series EJun 19, 2018
DebtMay 24, 2016
Series CMay 24, 2016
Series BApr 23, 2015
Series CJun 1, 2014
Series B
Jul 2, 2013

SigFig Investors

Notable investors and investment history

InvestorRounds
Bain Capital VenturesSeries C, Series E, Series B
UBS Group AGSeries C, Series E
Union Square VenturesSeries C, Series E, Series B
New York Life Insurance CompanySeries C, Series E
DCM VenturesSeries B, Series C, Series E, Series A
Mouro CapitalSeries C
Nyca PartnersSeries A, Series C, Series E, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 1, 2026

    Wells Fargo, New York Life, Scotiabank, and Citizens are listed as customers.

  • Oct 1, 2025

    Wells Fargo, Citizens Bank, ScotiaBank, and New York Life named as clients.

SigFig Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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SigFig Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about SigFig's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range122
Year Founded2011
Last FundingJun 19, 2018

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.