SigFig - News, Articles & Research

Company announcement/ai

Wealth management fintech SigFig adds AI capabilities

SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage.

15 August 2024

Company announcement/retail

Santander Bank enlists SigFig for digital investment tools

Santander Bank, N.A. announced that it is developing and integrating new digital solutions in partnership with SigFig that bring investment and advisory solutions to banking clients through Santander Investment Services.

23 February 2023

Company announcement/people

SigFig names Amanda LaFerriere chief product officer

SigFig, a leader in enterprise financial technology that develops next-generation products for banks and wealth management firms, today announced the appointment of Amanda LaFerriere, a results-driven product executive, as Chief Product Officer and Clifford Schoeman, a strategic executive with extensive knowledge of wealth management, as Director of Digital Wealth Products.

16 August 2022

Company announcement

Refinitiv to use SigFig platform for institutional digital advisory services

Refinitiv today further demonstrates its commitment to the wealth management industry by announcing a strategic partnership with SigFig, an enterprise financial technology firm that develops next-generation products for banks, advisors and their customers.

02 October 2019

Company announcement/retail

SigFig launches digital advice platform for banks

SigFig, a financial technology company that is reimagining customer experiences in financial services, today announced the launch of SigFig Atlas, a financial advice and software-guided sales platform for banks and customers.

27 March 2019

Company announcement

SigFig ships digital wealth platform

SigFig, an enterprise financial technology firm that develops next-generation products for banks and wealth management firms, today unveiled CoPilot, a digital wealth platform for financial advisors.

30 October 2018

News

UBS closes SmartWealth robo-advisor, sells tech to SigFig

Little more than a year after launch, UBS is shutting down its SmartWealth digital wealth management platform for non-super rich Brits and selling off the technology to US robo-advisor SigFig.

29 August 2018

News

UBS comes back for seconds in $50 million SigFig raise

UBS has joined a group of cash-rich VCs in a $50 million funding round for robo-advisory outfit SigFig.

19 June 2018

Company announcement

Citizens Bank gets into robo advice with SigFig

SigFig, an independent San Francisco-based wealth management technology company, today announced a collaboration with Citizens Bank to develop digital investing capabilities for its banking customers.

01 December 2016

News

Wells Fargo partners SigFig on robo-advisor service

Wells Fargo is working with San Francisco-based wealth management technology startup SigFig on a digital advisory service that the bank will begin piloting next year.

15 November 2016

News

Big banks join $40 million SigFig round

San Francisco-based robo-advisor SigFig has raised $40 million in a new financing round that includes investment from UBS and the fintech venture fund of Spain's Banco Santander.

24 May 2016

News

UBS strikes alliance with robo-advisor SigFig

UBS has invested in wealth management tech firm SigFig as part of a strategic alliance that will also see the San Francisco startup create digital tools for the Swiss bank's US advisors.

16 May 2016