we help leading financial institutions empower consumers with the experiences they need to achieve their financial goals

Innovating the Heart of Financial Technology

SigFig’s customer-centric ecosystem powers needs discovery, remote collaboration, and digital wealth solutions that empower financial advisors and bankers to help customers to identify, grow, and achieve their goals.

SigFig Discover

Align solutions to needs by transforming financial products into consumer solutions with SigFig Discover. Transform the way your team discovers qualified leads, understands consumer needs and goals, and empowers their clients with insights.

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SigFig Digital Wealth

Award-winning digital wealth management solutions for financial advisors and clients alike. SigFig Digital Wealth products offer a modern open-architecture investment platform that allows firms to reach clients directly or through an advisor.

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SigFig Engage

Empower your team to meet the changing expectations of remote consumer experience. It's time to move beyond audio and video. SigFig Engage is a platform that orchestrates a remote, collaborative client experience, designed to bring clients closer to their financial institutions.

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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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The SigFig Product Ecosystem:
An Integrated Client Experience
Our ecosystem of solutions is designed to modernize advice delivery and create an experience-led approach to wealth management.
Discover
  • Uncover Client Opportunities
Engage
  • Remote Client Engagement
Digital Wealth
  • Digital Advice
    White-labeled, self-guided robo-advisory for clients.
  • Digital Advice Pro
    Modern, managed accounts platform to drive efficiencies for advisors.

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