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Security & compliance
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SigFig Wealth ManagementVerified
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Pricing
$0.25% AUM / yr
Founded
2006
Team size
51-200 employees
Headquarters
San Francisco, CA
At a glance
Pricing model
Usage-based
Try before you buy
About SigFig Wealth Management
SigFig is a digital wealth-management / robo-advisor service that builds and automatically manages diversified ETF portfolios, with automatic rebalancing and tax-efficient investing, plus access to human investment advisors. It also offers a free portfolio-tracking tool and licenses its wealth-management technology to banks and financial institutions. It serves individual investors and enterprise financial-services partners.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Usage-based
Free trial: No
Free plan: Yes
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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SigFig Wealth Management
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