Provide Customized Advice at Scale to your Emerging Investors
Founded by leaders from Amazon, we are a cohesive team of experts from the best of finance and tech.
Reinventing Advice Delivery
Years invested in the industry
A Seamless Integration into Your Tech Stack
We Drive Transformation
We offer a complete set of open architecture digital wealth solutions for mass affluent clients. With flexible integration and implementation models to streamline each step of the process — from goal planning & risk assessment to client & advisor dashboards — SigFig is one platform to connect them all.
Our Commitment to Growth
We provide market-leading, end-to-end digital wealth solutions for both clients and advisors with seamless connectivity, from client profiling and investment proposals through to account opening and client servicing; including relationship past implementation.
Create Efficiencies for Your Business
Our investment and advisory services include investment and portfolio management, model due diligence, risk profiling, and client suitability.
Paths to Partnership
SigFig adapts to your unique needs:
- Tech Vendor: Choose SigFig for cutting-edge technology solutions.
- Sub Advisor: Rely on SigFig for expert investment and advisory services.
- Full Advisor: Trust SigFig to manage all advisory and operational services.