SigFig provides modular financial technology solutions for large banks to improve how they serve customers. Its platform includes SigFig Discover for needs discovery, SigFig Engage for remote collaboration, and SigFig Digital Wealth for digital wealth tools, which banks deploy to transform client interactions and wealth management at scale. The company earns revenue through partnerships and service fees from its bank clients. Its goal is to help financial institutions digitally transform customer experience and offer accessible wealth-management tools.
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Industries
Company Size
51-200
Company Stage
Series E
Total Funding
$112.5M
Headquarters
San Francisco, CA
Founded
2006
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Total Funding
$112.5M
Below
Industry Average
Funded Over
6 Rounds
Industry standards
United Community Bank purchased a new position in Invesco BulletShares 2025 Corporate Bond ETF in the fourth quarter worth about $120,000.
Mercurio joins Nomis from SigFig, where he served as chief revenue officer, overseeing sales, marketing, and customer success and played a key role in building and managing partnerships with large banks and wealth management firms.
Spain-based Santander Bank has announced its partnership with US-based fintech SigFig to incorporate digital tools into the investment process of customers.
SAN FRANCISCO--(BUSINESS WIRE)--SigFig, the leading US-based enterprise financial technology firm that develops next-generation products for financial institutions, bankers, advisors, and their customers, today announced the addition of the Chief Revenue Officer role, promoting SigFig executive Dan Mercurio effective immediately. The Company’s continued growth comes at a period of strong demand for financial advice which today requires sophisticated needs discovery capabilities, cutting-edge digital wealth management tools and remote, immersive, and highly personalized guided advisory experiences. One of the pioneers in BtoC robo advice, SigFig now partners with five of the largest financial institutions in the United States and Canada and has formed additional partnerships with retail banks and credit unions this year. Additionally, SigFig is poised to launch its latest product, SigFig Engage, a customer collaboration and advice platform built specifically for financial services. “With the advent of Engage, and the continued digital transformation happening in the market, demand for our product ecosystem is at an all-time high,” said Mike Sha, CEO and Co-founder, SigFig. “Our growth metrics show that we’re on a trajectory to achieve accelerated growth over the next couple of years and I couldn’t be more pleased to have Dan Mercurio help lead that charge as our new Chief Revenue Officer.”
Spanish group Santander collaborated with tech group SigFig to launch Santander PathFinder, a robo-advisory service for clients seeking to invest in ETFs.
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Industries
Company Size
51-200
Company Stage
Series E
Total Funding
$112.5M
Headquarters
San Francisco, CA
Founded
2006
Find jobs on Simplify and start your career today
We update SigFig's jobs every few hours, so check again soon!Browse all jobs