# SigFig Wealth Management

SigFig Wealth Management is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** Tucson, AZ, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** sigfig.com
- **LinkedIn:** linkedin.com/company/sigfig-wealth-management-llc

## Regulatory record

- **CRD number:** 158823
- **SEC file number:** 801-72762
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158823

## About

SigFig was founded in 2006 in Tucson, Arizona, building software to aggregate and analyze retail investment accounts. The firm later pivoted to discretionary portfolio management, launching an automated advisory service for consumers and simultaneously licensing its technology to incumbent banks. Its consumer arm manages diversified, tax-optimized portfolios for individuals and high-net-worth clients, while the enterprise division powers digital advice channels inside partner institutions. The platform allocates across equities, fixed income, and ETFs, with a focus on automated rebalancing and tax-loss harvesting. SigFig's enterprise line functions as a middleware layer — partner banks embed the technology inside their own apps, giving end-customers a managed-account experience without the bank building the stack. The consumer arm operates a direct-to-client robo-advisor with tiered service levels, including human advisor access at higher bands. Deployment spans the United States, and the firm has historically targeted partnerships with large regional and national financial institutions. Headquartered in Tucson, SigFig also maintains a San Francisco office to support its engineering and enterprise sales operations. The firm has raised outside venture capital from firms including Union Square Ventures and Bain Capital Ventures, aligning its capital structure more closely with a fintech company than a traditional wealth manager. Team size and overall assets are not publicly disclosed.

## Questions

### What kind of portfolios does SigFig construct?

SigFig builds globally diversified portfolios primarily using ETFs across equity and fixed-income asset classes. The allocation is driven by a rules-based engine that automates rebalancing and tax-loss harvesting. Portfolios are tailored to individual risk tolerance and goals. The firm does not disclose whether it maintains proprietary fund vehicles or relies entirely on third-party products for its core allocations.

### Is SigFig an independent firm or owned by a larger institution?

SigFig is an independent, venture-backed company. It has raised capital from venture investors including Union Square Ventures and Bain Capital Ventures. Despite partnering with large banks for its enterprise business, the firm remains a standalone entity and is not a subsidiary of any financial institution.

### Who runs investment decisions at SigFig?

SigFig has not publicly named a Chief Investment Officer or designated investment committee in its current public-facing materials. Allocation and portfolio construction appear to be model-driven rather than reliant on a single named decision-maker. The firm's earlier venture capital strategy, noted in third-party records, lacks a named lead in available public disclosures.

## Related profiles

- [SIGF](https://altss.com/profile/sigf)
- [SightLine Partners](https://altss.com/profile/sightline-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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