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SigFig

SigFig

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

Last Round

Series E

Jun 19, 2018

Est. Valuation

$88.61M

Total Funding Raised

$134M

Company Overview

SigFig is a financial technology company that provides digital wealth management and customer engagement software for financial institutions and their advisors.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, NLP & Conversational AI, Workflow Automation

Business Model

B2B2C

Customer Profile

Subscription SaaS, Revenue Share, Usage-Based SaaS

AI Layer

Application

Keywords

wealthtechrobo-advisorwealth operating systemAI copilotfinancial advisor toolswealth management softwareRIA techadvisory workflow automationB2B2C fintechassets under managementAUMenterprise wealth managementAI-native platformdigital advicevibe coding

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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SigFig Comparables

Compare SigFig with similar companies based on industry and business-model similarity.

SigFig comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FusionIQ
83%
TIFIN
80%
Advisor360
78%

SigFig Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series EJun 19, 2018
DebtMay 24, 2016
Series CMay 24, 2016
Series BApr 23, 2015
Series CJan 8, 2015
Series C
Jun 1, 2014

SigFig Investors

Notable investors and investment history

SigFig investors
InvestorRounds
Bain Capital VenturesDebt, Series C, Series E, Series B
UBS Group AGSeries C, Series E
Union Square VenturesDebt, Series C, Series E, Series B
New York Life Insurance CompanyDebt, Series C, Series E
DCM VenturesDebt, Series B, Series C, Series E, Series A
Mouro CapitalDebt, Series C
Nyca PartnersDebt, Series 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.

Data table
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 Founded2006
Last FundingJun 19, 2018

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