The future of customer closeness & customer centricity begins with technology

Accelerating Digital Transformation across Financial Services

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

SigFig Discover

Uncover customers' needs through an interactive user experience, providing personalized tips and recommendations for next steps along the way. Drive intelligent outcomes with flexible calls-to-action, setting up warmer customer-banker conversations, accelerating product self-selections, or maximizing referral opportunities.

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SigFig Digital Wealth

An accessible & affordable option for clients, with delightful digital experience. An efficient & intuitive platform for financial advisors, so they can spend more time advising. Where the personal touch of financial advice & guidance meets the sophistication and simplicity of a wealth management platform powered by technology.

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Who We ServeOur products are embedded in the world’s leading financial institutions.

We help retail banks & credit unions discover needs at scale, drive referrals to lines of business, and offer a high-quality, accessible, and affordable wealth management solution to clients.

We help leading wealth management firms to provide delightful digital investing experiences to their clients, while enabling advisors to spend more time advising & guiding.

We strive to forge innovative partnerships with insurance companies and other institutions interested in providing digital investment experiences to their clients.

We offer a direct-to-consumer robo-advisory experience.

Trusted & Reliable Partner

15

Years in Business
Expansive Reach

1/3

Households in the United States
Top Rated by Barron's

#1

Overall Robo-Advisor in 2020

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