SigFig Wealth Management, LLC
SigFig is a financial technology company that provides digital wealth management solutions, including robo-advisory services and customer engagement software. They cater to banks, credit unions, wealth management firms, and individual investors, helping them streamline financial processes and enhance client experiences through innovative technology.
Employees
3
Founded
2011
Ownership
private equity
Est. revenue
$33.7M
Headcount
3
Website visitors
48,120
Workforce
Split by department
- Finance & Administration100%
Seniority distribution
- 10 to 20 years100%
Funding
$99.0M
Raised to date
DateTypeAmountInvestors
- 3 Apr 2026Undefined FundingUndisclosed—
- 19 Jun 2018Series E$50.0MBain Capital Ventures (BCV), DCM Ventures, Eaton Vance, General Atlantic, New York Life, Nyca Partners, Ubs, Union Square Ventures
3 earlier rounds, with their terms and sources.
Investors
InvestorCompanies backedCountry
SantanderSantander is a banking institution that provides a wide range of financial services including retail and corporate banking, investment management, and asset management. It serves consumers, businesses, and organizations, helping them manage their1,674Spain
Bain Capital Ventures (BCV)Bain Capital Ventures LLC is a venture capital firm that specializes in investing in early-stage companies across various sectors, including fintech, healthcare, and AI. The firm provides capital and strategic support to startups, helping them905United States
UbsUBS is a financial services company specializing in wealth management, asset management, and investment banking. It provides tailored financial solutions to individuals, families, and businesses, helping them navigate complex financial landscapes735Switzerland
General AtlanticGeneral Atlantic is a growth equity firm that provides capital and strategic support to global growth companies. It focuses on sectors such as technology, healthcare, and financial services, helping entrepreneurs scale their businesses through559United States
Revenue
$33.7M
EBITDA
24.8M
Revenue source: Modeled estimate
Recent news
- Envestnet Asset Management Inc. Increases Stock Position in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP)
- Nomis Solutions Names Dan Mercurio as Global Head of Sales
8 more articles, with their sources and categories.
People
How the team has changed month by month — joiners, leavers and where the hiring is going
Connections
Who at your firm already knows someone here, and how warm the path is
In the app
The full SigFig Wealth Management, LLC profile lives in Inven.
Get in touch
Your competitors are already on Inven
See how Inven turns hours of manual research into a single, structured workflow.
Business Brokers
Investment Banking
Private Equity
M&A
Consulting
Venture Capital
Corporate Development
Search Funds
Business Brokers
Investment Banking
Private Equity
M&A
Consulting
Venture Capital
Corporate Development
Search Funds