• FOUNDING YEAR: 2007
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    13 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Portfolio Tracker, Asset Manager, Diversified Income. It helps investors track all accounts in one place and helps to get weekly updates.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail Investors
EXISTING PARTNERSHIPS:
Yahoo Finance, CNN, USA Today, TD Ameritrade, Fidelity, Charles Schwab
COMMENT
One of the most interesting features of SigFig is its fund and stock advice. SigFig will tell you which investments are underperforming or have high fees and suggest alternatives.

PEOPLE

FOUNDERS:
Parker Conrad, Mike Sha
Board Members and Advisors:
General Atlantic, Bain Capital Ventures, DCM Ventures, Eaton Vance, New York Life Insurance, Nyca, UBS, Union Square Ventures, Comerica, Santander InnoVentures, Radian Capital
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Union Square Ventures, Bain Capital Ventures, DCM, Santander InnoVentures, Comerica Bank, Eaton Vance, New York Life, UBS, Nyca Partners,

TRACTION

VALUATION / MARKET CAP:
$412 MM in 2016
ACTIVE USERS:
0.8000

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$110 Million
DATE OF LAST FUNDING:
Jun 2018
TOTAL FUNDING COMMENT:
The company is planning to use the funds into new technology and also to expand its service to larger FIs like current partners UBS and Wells Fargo. (June 2018)
FUNDING SERIES:
SERIES B
$15 Million Closed: Apr 2015
SERIES C
$12 Million Closed: Aug 2015
SERIES D
$33 Millions Closed: May 2016
SERIES E
$50 Millions Closed: Jun 2018
DEBT FUNDING:
$7 Millions
LISTED:
NO

LATEST RESEARCH