Alexa

November Special Edition 2021

A Company that Creates Transparency and Acts in the Best Interest of Investors Everywhere: SigFig

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“SigFig Atlas is a digital platform that guides customers through rich needs-discovery journeys, delivers advice, and connects them to the right resources and solutions.”

SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. The company helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. SigFig is powering the future of banking from web, mobile, and at the branch with digital investment advisory services.

The company treasures innovation and values beautiful design and simplicity. Its team thrives on the opportunities created by technology.

Founded in 2007, SigFig is backed by leading financial institutions including Eaton Vance, Comerica Bank, New York Life, Santander InnoVentures, and UBS, as well as top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures. The company is headquartered in San Francisco, California.

SigFig: Synopsis

SigFig Atlas

SigFig Atlas is a new way to digitally engage customers and meet their needs in real time when life happens. SigFig Atlas is a digital platform that guides customers through rich needs-discovery journeys, delivers advice, and connects them to the right resources and solutions

Dynamic Customer Engagement: Dynamic product content based on needs assessment.

Intelligent Needs Discovery & Conversation: Customer-centric experience that enables meaningful conversations.

Real-time Lead Generation Dashboard: Connect customers to the right banker or specialist through our powerful dashboard.

SigFig Copilot

SigFig Copilot is a modern managed accounts platform that digitizes processes, freeing up full-service financial advisor teams to nurture client relationships and dramatically improve the client experience.

Increased Efficiency: Automated portfolio management, annual reviews, alerts, and fast account opening.

Flexibility & Control: Advisor controlled portfolio selection and pricing, in-line with home office oversight.

Smart Tools to Drive Growth: Client engagement with digital needs discovery, advice, and solutions combined with dynamic proposals.

SigFig Digital Advice

SigFig Digital Advice is an end-to-end digital solution that combines a modern client experience, sophisticated investment engine, and a suite of tools to drive client adoption and provide efficient client service.

Seamless Digital Experience: Easy onboarding, account management, and interactive tools across devices.

Intelligent Investing Technology: Automated portfolio rebalancing and tax loss harvesting.

Asset Gathering Capabilities: External account aggregation and investment checkup tools.

Leadership | SigFig

Mike Sha | Co-Founder & CEO

Prior to SigFig, Mike held senior roles at Amazon where he launched and built the Amazon Visa Card into one of the fastest growing consumer loyalty cards in history, was one of the original inventors of Amazon's Prime program, as well as built sophisticated fraud detection models that leveraged statistical data analysis in preventing online fraud. Mike has a BA in Applied Math and an MS in Computer Science from Harvard.

Samir Salvi | Chief Financial Officer

Samir Salvi joined SigFig in August 2021 as Chief Financial Officer. An accomplished FinTech leader with wide-ranging experience, Samir was most recently CFO, Products & Solutions and Head of FP&A at Green Dot. Earlier, he was Head of Finance at Zazzle and SVP of Finance at Docusign. Preceding his pivot to the startup world, Samir spent 7 years at Visa in FP&A leadership and 2 years at McKinsey. He holds a Bachelor’s degree from Institute Of Chemical Technology in Mumbai and a MS in Chemical Engineering from UC Davis. Beyond SigFig, Samir mostly plays the role of a busy dad and resides with his family in the Bay Area.

“SigFig Copilot is a modern managed accounts platform that digitizes processes, freeing up full-service financial advisor teams to nurture client relationships and dramatically improve the client experience.”

“SigFig Digital Advice is an end-to-end digital solution that combines a modern client experience, sophisticated investment engine, and a suite of tools to drive client adoption and provide efficient client service.”

“SigFig is backed by leading financial institutions including Eaton Vance, Comerica Bank, New York Life, Santander InnoVentures, and UBS, as well as top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures.”

“SigFig is powering the future of banking from web, mobile, and at the branch with digital investment advisory services.”