SigFig
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SigFig Comps
Public and private peers based on sector, stage, and business model.
SigFig Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Jun 19, 2018 | ||||
| Debt | May 24, 2016 | ||||
| Series C | May 24, 2016 | ||||
| Series B | Apr 23, 2015 | ||||
| Series C | Jun 1, 2014 | ||||
Series B | Jul 2, 2013 |
SigFig Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Bain Capital Ventures | Series C, Series E, Series B |
| UBS Group AG | Series C, Series E |
| Union Square Ventures | Series C, Series E, Series B |
| New York Life Insurance Company | Series C, Series E |
| DCM Ventures | Series B, Series C, Series E, Series A |
| Mouro Capital | Series C |
| Nyca Partners | 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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about SigFig's valuation, stock price, and market status.