About SigFig
SigFig is a Technology company based in San Francisco (United States) founded in 2011. Investment accounts are linked and portfolios managed online. SigFig has raised $160.75 million across 7 funding rounds from investors including UBS, Comerica and New York Life Insurance. The company has 52 employees. Its website sigfig.com draws about 138 thousand monthly visits. Its Indian entity Sigfig India Private Limited reported revenue of ₹26.77 Cr. SigFig offers products and services including Digital Wealth Platform, Digital Advice Pro, Digital Advice, and Engage. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its competitors include Betterment, Stash and Wealthfront; 3 of its 3 listed competitors have raised funding.
Company details
SigFig is an online tool that links users investment accounts at most financial institutions to a single dashboard. Helps to track the performance of a portfolio. Also provides an fully managed account service. Charge an annual fee of 0.25 billed monthly after the first 10K. Does not charge commission, transaction or trading fees. If the users account is at TD Ameritrade, Fidelity and Schwab, SigFig is added as an advisor and the company manage the account at the same brokerage. If the account is at another brokerage, it is moved TD Ameritrade and managed from there. It pivoted from B2C to B2B model in 2015.
- Headquarters San Francisco, United States
- Employees 52
- SectorsTechnology
- Website category Finance · Investing
- Website sigfig.com
- Social LinkedIn X Facebook
- Legal Name Sigfig India Private Limited
- Date of Incorporation 12 Jul, 2017
- Jurisdiction Noida, Uttar Pradesh, India
- Indian entity revenue₹26.77 Cr
FY 2025 · +10% YoY
- Indian entity net profit₹2.85 Cr
FY 2025 · 11% margin
- Indian entity EBITDA₹4.04 Cr
FY 2025 · 15% margin
- Total Equity Funding$160.75M (USD)
in 7 rounds
- Latest Funding Round$50M (USD), Series E
Jun 2018
- InvestorsUBS
& 10 more
- Employee Count52
Associated legal entities of SigFig
SigFig operates through Sigfig India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sigfig India Private Limited CIN U72200UP2017FTC094933 | Active | 12 Jul 2017 | Noida, Uttar Pradesh | ₹26.8 Cr | 52 | 2 | View details |
Products & Services of SigFig
SigFig offers a comprehensive portfolio of products and services, including Digital Wealth Platform, Digital Advice Pro, Digital Advice, and Engage.
Platform for managing digital wealth solutions for institutions
Managed account system for efficient client advising
Client-led platform for simple digital investing
Tool for remote and hybrid client experiences
Funding Insights of SigFig
SigFig has successfully raised a total of $160.75M across 7 strategic funding rounds. The most recent funding activity was a Series E round of $50 million completed in June 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $160.75M
- Total Rounds 7
- Last Round Series E — $50M
- First Round $15M
(Jul 2013)
- Investors Count 11
All 7 funding rounds of SigFig with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2018 | $50M | Series E | – | General Atlantic | |
| Jun 2018 | $50.75M | Series D | – | – | – |
| May 2016 | $7M | Debt – Conventional | – | – | |
| May 2016 | $33M | Series C | – | Eaton Vance Management | |
| Apr 2015 | $1M | Series B | – | Nyca Partners | – |
| Jan 2015 | $11M | Series B | – | – | – |
| Jul 2013 | $15M | Series B | – | Union Square Ventures, Bain Capital Ventures |
11 investors in total: 11 institutional.
Investors in SigFig
SigFig has secured backing from 11 investors, including venture fund and institutional investors. Prominent investors backing the company include UBS, Comerica and New York Life Insurance.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity fund focused on global markets | 1980 | generalatlantic.com | New York, United States | |
Venture capital fund focused on investing in multiple sectors | baincapitalventures.com | Boston, United States | ||
Tech-focused seed, early, and mid-stage VC investments are made globally. | dcm.com | Menlo Park, United States | ||
Tech focused early stage VC firm investing in the US | nyca.com | New York, United States | ||
Venture capital firm focused on blockchain, wellbeing, and multiple sectors | usv.com | New York, United States | ||
Tech companies are invested in by New York Life Ventures. | nylventures.com | New York, United States | ||
Venture capital firm focused on fintech companies | mourocapital.com | London, United Kingdom | ||
Platform offering mutual funds and investment management solutions | 1924 | eatonvance.com | Boston, United States | |
Financial services are provided globally by UBS for wealth management. | 1862 | ubs.com | Zurich, Switzerland | |
Mutual life insurance and asset management services are provided. | 1845 | newyorklife.com | New York, United States |
Investor details for SigFig
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Sigfig India Private Limited (SigFig)
Sigfig India Private Limited is the primary company behind SigFig. The board of Sigfig India Private Limited currently have 2 directors; the longest-serving is Michael Tai Sha, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Michael Tai Sha DIN 07798216 | Director | 12 Jul 2017 | 9 yrs 3 mo | Sigfig India Private Limited |
| Amit Kumar Srivastava DIN 07798203 | Director | 12 Jul 2017 | 9 yrs 3 mo | Sigfig India Private Limited |
People of SigFig
50 people are tracked at SigFig (18 in leadership, 32 in team); the tracked headcount is 52.
| Name | Role | Group |
|---|---|---|
Romil Gupta | Director Of Engineering | Leadership |
Roger Fong | CTO | Leadership |
Terry Banet | Chief Investment Officer | Leadership |
Mike Sha | Co-Founder & CEO | Leadership |
Samir Salvi | Chief Financial Officer | Leadership |
Steven Mattus | Chief Investment Officer And GM Of Digital Wealth | Leadership |
Blair M. | Vp, Head Of Strategic Partnerships & Sales | Leadership |
Gorman Lee | Senior Software Developer & Partner Tech Lead | Leadership |
Sean C. | Director, Delivery Management | Leadership |
Amit Jhunjhunwala | Sr Partner Integration Lead | Leadership |
Ika Mustajab | Workplace Partner I | Leadership |
Tarun Kumar Arora | VP Of Engineering, Digital Advice | Leadership |
Craig Greenwood | Engineering Manager - Partner Tech Lead | Leadership |
Martin Bedoian | Chief Architect | Leadership |
Liz Ridge | Head of People | Leadership |
Phil Langford | Director - Enterprise Delivery | Leadership |
Paul Rho | VP, Enterprise Delivery & Operations | Leadership |
Sherry Wilton | Workplace Partner II | Leadership |
Vaibhav Shinghal | Manager- Talent Acquisition | Team |
Shashikant Pandit | Quality Assurance Engineer II | Team |
30 more people are available in the full profile.
Complete people profiles for SigFig
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Professional contacts
Verified entity values are shown only after access is granted.
Financials of SigFig
Figures of Sigfig India Private Limited, the primary company behind SigFig, for FY 2025. Revenue was ₹26.77 Cr (+10% year on year). Net profit was ₹2.85 Cr (11% margin). EBITDA was ₹4.04 Cr (15% margin). Revenue has grown at a compounded annual rate of +51% over three years and +39% over five years.
- ₹26.77 CrRevenue · FY 2025 · +10% YoY
- ₹2.85 CrNet profit · 11% margin
- ₹4.04 CrEBITDA · 15% margin
- ₹10 LakhPaid-up capital
- 52Employees (provident fund records)
- +51%Revenue CAGR, 3 years
- +39%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Sigfig India Private Limited are on its company page.
Detailed financial statements for SigFig
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
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Timeline of SigFig
3 dated milestones of SigFig across 7 years, from founding to its latest funding, stage changes and deals.
- Founded SigFig is founded.
- Funding First funding round of $15.0M.
- Funding Latest funding round, Series E, of $50.0M.
Competitors of SigFig
SigFig has 3 listed competitors in our database, 3 of them funded. They include Betterment, Stash and Wealthfront.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | Automated investment and robo-advisory services are offered to individuals. | ||
| wealthfront.com | 2008 | Palo Alto, United States | $204.67M | 200 | Robo-advisory and financial planning services are provided for investments. |
Detailed competitors of SigFig
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of SigFig
The website of SigFig (sigfig.com) receives about 138.5K visits a month and ranks #309,236 among all websites worldwide, #3,263 in Investing.
- Monthly visits138.5K
▲ 3.1% vs previous month
- Unique visitors12.1K
per month
- Global rank#309,236
among all websites
- Category rank#3,263
Finance · Investing
- Bounce rate33%
- Pages per visit3.5
- Average visit2 min 43 sec
- DevicesDesktop 81% · Mobile 19%
Websites whose visitors overlap most with SigFig. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| blueleaf.com | 100% | 25.8K | #794,956 | View details | |
| fidelity.com | 91% | 129.5M | #275 | View details | |
wikinvest.com | wikinvest.com | 90% | – | ||
| futureadvisor.com | 84% | View details | |||
| personalcapital.com | 80% | 721.6K | #74,707 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 22 similar websites and full traffic analytics for SigFig
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 22 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as SigFig (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Sigfig
Complete news archive for SigFig
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Frequently Asked Questions about SigFig
SigFig was founded in 2011 and raised its 1st funding round 2 years after it was founded.
SigFig is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
SigFig is a funded company, having raised a total of $160.75M across 7 funding rounds to date. The company's 1st funding round was a Series B of $15M, raised on Jul 2013.
SigFig has 52 employees.
The primary company behind SigFig, Sigfig India Private Limited, reported revenue of ₹26.77 Cr for FY 2025, up 10% year on year.
SigFig is an online tool that links users investment accounts at most financial institutions to a single dashboard. Helps to track the performance of a portfolio. Also provides an fully managed account service. Charge an annual fee of 0.25 billed monthly after the first 10K. Does not charge commission, transaction or trading fees. If the users account is at TD Ameritrade, Fidelity and Schwab, SigFig is added as an advisor and the company manage the account at the same brokerage. If the account is at another brokerage, it is moved TD Ameritrade and managed from there. It pivoted from B2C to B2B model in 2015.
SigFig's top competitors include Betterment, Stash and Wealthfront.
SigFig offers Digital Wealth Platform, Digital Advice Pro, Digital Advice, and Engage.
SigFig has 11 investors. Key investors include UBS, Comerica, New York Life Insurance, Eaton Vance Management, and General Atlantic.
SigFig operates through Sigfig India Private Limited.
The legal entities of SigFig currently have 2 directors, including Michael Tai Sha, Amit Kumar Srivastava.
The website of SigFig receives about 138 thousand visits a month and ranks #309,236 among all websites worldwide.