About SigFig

We help people achieve financial wellness by innovating the client journey

We are a company that powers transparency

Using a combination of design, data science, and technology, SigFig helps empower people with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next-generation digital experiences. We treasure innovation and value beautiful design and simplicity. Our team thrives on the opportunities created by technology. 

At a Glance

Founded in 2006

Our journey began in 2006, a humble start-up that built a portfolio tracking tool.

 

Presence in 4 Countries

Our team spans the United States, Canada, India, and Singapore.

 

160+ Employees

Our world-class team, affectionately named ‘SigFigians,’ is growing faster than ever.

 

Strong Leadership

A visionary board and tenured, strategic executive team guide us forward.

 

Established & Growing

We’re a fast-growing, venture-backed company supported by premier firms.

 

Uniform Client Experience

An ecosystem of beautifully designed, seamlessly integrated software solutions.

Our Vision

SigFig sees a once-in-a-generation opportunity to redefine the financial services industry. Transformation begins with using technology to discover and understand the complex financial needs, priorities, and feelings all customers have. We know financial institutions can’t replicate traditional, face-to-face banking, when everyone knew everyone. But we’re helping them to create something better: relationships centered on needs, and made effortless through customer-centric technology.

Backed by

Executive Team

Mike Sha

CEO & CO-FOUNDER

Roger Fong

CHIEF TECHNOLOGY OFFICER

 

Samir Salvi

CHIEF FINANCIAL OFFICER

 

Steve Mattus

Chief Investment Officer & GM of Wealth

Board Members, Investors, and Advisors

Mark Britto

BOKU, AMAZON

 

John Buttrick

UNION SQUARE VENTURES

 

Charlie Cheever

FACEBOOK, QUORA

 

Stephanie DiMarco

ADVENT SOFTWARE

 

Matt Harris

BAIN CAPITAL VENTURES

 

Ron Hirson

DOCUSIGN, AT&T

 

Claire Huang

JPMORGAN CHASE, BANK OF AMERICA MERRILL LYNCH

 

Dean Junkans

INVESTOR, PROFESSOR

 

Rob Klapper

CHARLES SCHWAB

 

Jason Krikorian

DCM, SLING MEDIA

Brian Langstraat

PARAMETRIC

Hans Morris

NYCA PARTNERS

 

Tom Miglis

CITADEL

Paul Stamas

GENERAL ATLANTIC

 

Neal S. Wolin

US TREASURY, WHITE HOUSE ECONOMIC COUNCIL