SigFig
2007
FOUNDED
PRIVATE
STATUS
101-200
EMPLOYEES
Series E
LATEST DEAL TYPE
$50.8M
LATEST DEAL AMOUNT
15
INVESTORS
Description
Developer of a wealth management platform designed to offer investment advisory services. The company's platform uses a combination of design, data science and technology to empower investors with the information and guidance they need to achieve their personal financial goals, enabling investors of all wealth levels to better manage their investments and get accessible and affordable guidance for their financial planning.
Website
Formerly Known As
Wikinvest LLC
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
- 560 Davis Street
- Suite 250
- San Francisco, CA 94111
- United States
Request full access to PitchBook
You’re viewing a free company profile from the PitchBook Platform. To explore SigFig’s full profile, request a free trial.
SigFig Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 7. Later Stage VC (Series E) | 13-Jun-2018 | $50.8M | 00000 | 00000 | Completed | Generating Revenue |
| 6. Later Stage VC (Series D) | 16-May-2016 | 0000 | 000.00 | 00000 | Completed | Generating Revenue |
| 5. Later Stage VC (Series C) | 22-Apr-2015 | 0000 | 000.00 | 000.00 | Completed | Generating Revenue |
| 4. Early Stage VC (Series B) | 02-Jul-2013 | 0000 | 000.00 | 000.00 | Completed | Generating Revenue |
| 3. Early Stage VC | 01-Jan-2012 | 00.00 | 00.000 | Completed | Generating Revenue | |
| 2. Early Stage VC (Series A1) | 30-Jul-2008 | $1.05M | $3.55M | 000.00 | Completed | Generating Revenue |
| 1. Early Stage VC (Series A) | 15-Mar-2007 | $2.5M | $2.5M | 000.00 | Completed | Startup |
SigFig Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price |
% Owned |
|---|---|---|---|---|---|---|---|---|
| Series E | 00,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 00.000 |
| Series D | 00,000,000 | 00.000000 | 00.00 | 00.0 | 00.0 | 00 | 00.0 | 00.000 |
| Series C | 00,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 0.000 |
| Series B | 000,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 00.000 |
| Series A1 | 482,100 | $0.000010 | $0.08 | $1.05 | $1.05 | 1x | $1.05 | 0.22% |
| Series A | 8,068,061 | $0.000010 | $0.03 | $0.4 | $0.4 | 1x | $0.4 | 1.2% |
SigFig Competitors (17)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Personal Capital | Venture Capital-Backed | Redwood City, CA | 000 | 00000 | 00000000000 | 00000 |
| 0000000 | Venture Capital-Backed | Mountain View, CA | 000 | 00000 | 00000000000 | 00000 |
| 0000000000000 | Accelerator/Incubator Backed | San Francisco, CA | 00 | 000.00 | 000000&0 | 000.00 |
| 00000000 | Venture Capital-Backed | Singapore, Singapore | 00 | 000.00 | 00000000000 | 000.00 |
| 0000000000 | Venture Capital-Backed | New York, NY | 000 | 00000 | 00000000000 | 00000 |
SigFig Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000 00000000000 | 29-Aug-2018 | 000000000000000000 | Other Capital Markets/Institutions |
SigFig Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000 00000000000 | Other Capital Markets/Institutions | Zürich, Switzerland | 0000 |
SigFig Investors (15)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| General Atlantic | Growth/Expansion | Minority | 000 0000 | 000000 0 | ||
| Eaton Vance | Asset Manager | Minority | 000 0000 | 000000 0 | ||
| New York Life Enterprises | Corporation | Minority | 000 0000 | 000000 0 | ||
| New York Life Ventures | Corporate Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Santander InnoVentures | Corporate Venture Capital | Minority | 000 0000 | 000000 0 |
SigFig Executive Team (30)
7 Former Executives
You’re viewing 5 of 30 executives. Get the full list »SigFig Board Members (15)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Allen Morgan JD | Self | Board Member | 000 0000 | |
| Charles Cheever | Self | Board Member | 000 0000 | |
| Dixon Doll Ph.D | DCM Ventures | Board Member | 000 0000 | |
| Hans Morris | Self | Board Member | 000 0000 | |
| Jason Krikorian JD | DCM Ventures | Board Member | 000 0000 |
1 Former Board Member
You’re viewing 5 of 15 board members. Get the full list »