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SigFig

Description

Provider of an investment services and wealth management platform. The company's platform enables users to track and analyze their investments, including IRA, trading and advisor-managed accounts. Previously, the company operated as Wikinvest that provided basic investment and financial information.

2007

Founded

PRIVATE

Status

11-50

Employees

Series D

Latest Deal Type

$33M

Latest Deal Amount

$67.1M

Total Amount Raised

Description

Provider of an investment services and wealth management platform. The company's platform enables users to track and analyze their investments, including IRA, trading and advisor-managed accounts. Previously, the company operated as Wikinvest that provided basic investment and financial information.

Website:

www.sigfig.com

Formerly Known As

Wikinvest

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Primary Office

225 Valencia Street San Francisco, CA 94103United States
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SigFig Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

SigFig Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

SigFig Investors (13)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Bain Capital VenturesVenture CapitalMinority000 0000000 0000
Charles CheeverAngel (individual)Minority000 0000000 0000
DCM VenturesVenture CapitalMinority000 0000000 0000
Eaton VanceCorporationMinority000 0000000 0000
G. CochranAngel (individual)Minority000 0000000 0000
Bain Capital Ventures Venture Capital
Charles Cheever Angel (individual)
DCM Ventures Venture Capital
Eaton Vance Corporation
G. Cochran Angel (individual)

SigFig Executive Team (17)

NameTitleBoard
Seat
Contact
Info
Roger FongChief Technology Officer
Terry BanetChief Investment Officer
Yair LevinDirector of Mobile
Steve LifgrenDirector, Asset Management Operations
Benny WijatnoDirector, Data Science & Analytics
Roger Fong Chief Technology Officer
Terry Banet Chief Investment Officer
Yair Levin Director of Mobile
Steve Lifgren Director, Asset Management Operations
Benny Wijatno Director, Data Science & Analytics

SigFig Board Members (3)

NameRepresentingRoleSinceContact
Info
Jason Krikorian JDDCM VenturesBoard Member000 0000
John Buttrick JDUnion Square VenturesBoard Member000 0000
Matthew HarrisBain Capital VenturesBoard Member000 0000
Jason Krikorian JD Board Member DCM Ventures
John Buttrick JD Board Member Union Square Ventures
Matthew Harris Board Member Bain Capital Ventures
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