SigFig Stock

sigfig.comFinTech / Capital MarketsFounded: 2007Funding to Date: $136.54MM

SigFig is a wealth management platform that leverages technology to understand the needs of the individual investor. With SigFig for Consumers, investors can build a personalized, monitored portfolio. SigFig was founded in 2006 by Michael Sha and Parker Conrad and is headquartered in San Francisco, CA.

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Team

Management Team

Roger Fong
Chief Technology Officer
Terry Banet
Chief Investment Officer
Michael Sha
Co-Founder, Board Member & Chief Executive Officer
Samir Salvi
Chief Financial Officer
Bill McKinley
Chief Information Security Officer
Dan Mercurio
Chief Revenue Officer
Amanda LaFerriere
Chief Product Officer

Board Members

John Buttrick JD
Union Square Ventures
John Morris
Nyca Partners
Paul Stamas
General Atlantic
Jason Krikorian JD
DCM Ventures
Neal Wolin JD
Nyca Partners
Dixon Doll Ph.D
DCM Ventures

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News Highlights

Santander and US Fintech SigFig Bring Automated Investment to Customers
The SigFig partnership has enabled Santander Investment Services to build a new automated investment management tool Santander PathFinder. The ‘digital advice’ tool aims to support Santander clients in working towards their long-term financial goals or saving for retirement.
SigFig adds Chief Revenue Officer Role to Accelerate Commercial Growth
SigFig announced the addition of the Chief Revenue Officer role, promoting SigFig executive Dan Mercurio effective immediately.
Santander to launch an ETF robo-adviser with SigFig
Santander is preparing to launch a pure-play robo-adviser with SigFig, a digital adviser and technology provider, a recent regulatory filing shows. Clients who use the robo, Santander PathFinder, will be slotted into model portfolios created by SigFig that are composed of ETFs, the bank disclosed in November. The filing did not specify which ETFs had been selected for the portfolios.
Updated on: Sep 27, 2023