Company Performance Metrics
- Dan Mercurio: Chief Operating Officer
- Samir Salvi: Chief Financial Officer
SigFig provides digital wealth management software and investment services. The platform powers robo and hybrid advice for financial institutions, covering account aggregation, risk assessment, goal planning, portfolio construction, automated rebalancing, and tax‑loss harvesting for eligible taxable accounts. Consumer offerings include a portfolio
tracker that aggregates brokerage holdings and SigFig Managed Portfolios built with diversified ETFs. Enterprise solutions include white‑label web and mobile experiences, APIs, advisor workstations, and collaboration tools that support client onboarding, suitability, and ongoing service. Data and analytics features deliver portfolio diagnostics and monitoring to standardize recommendations and surface actions. Integrations connect to custodians and brokerages to streamline account opening, funding, and ongoing maintenance.