SigFig provides automated investment management and financial advice services. The company offers portfolio management, financial planning, and investment guidance to individuals.

SigFig

Strabo provides a platform for tracking a portfolio of various assets including stocks and cryptocurrencies. The platform allows users to consolidate their financial accounts in one dashboard and offers features for multi-currency tracking and custom organisation.

Strabo

Seymour Investment Management is a boutique investment firm with a focus on the Canadian Equity market. The firm provides products and tailored investment solutions.

Seymour Investment Management

FINTRX provides data intelligence on family offices and registered investment advisors. The platform includes features for monitoring investment activity, tracking asset allocation flows, and accessing detailed investment contact information.

FINTRX

SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.  Our modular ecosystem of needs discovery, remote collaboration, and digital wealth solutions are accelerating digital transformation across financial services.  Leading financial institutions such as UBS, Wells Fargo, Citizens, Santander, and Scotiabank utilize our customer-centric ecosystem of SigFig Discover, SigFig Engage, and SigFig Digital Wealth.  By partnering with SigFig, financial institutions are enabled to innovate quickly, empowering consumers with the experiences they need to achieve their financial goals.

https://www.sigfig.com/home/social-media-disclosure

Bain Capital Ventures

Eaton Vance Management

General Atlantic

Union Square Ventures

DCM Ventures

New York Life Insurance

Nyca Partners

🚀 New Webinar July 17th, 11:00 am PT / 2:00 pm ET 🚀
Transform the way you acquire clients, deliver advice, and drive growth. Join our webinar, "Redefining the Sales Process: Blending Human Expertise with Digital Superpowers," and discover innovative approaches to creating consistent and improved client experiences across your organization.

In this webinar, we’ll cover:
> Challenges facing wealth management teams
> Improving client experiences 
> Delivering personalized advice efficiently
> Streamlining advice delivery  
> Balancing human expertise and digital solutions

https://lnkd.in/gmKEii4J

#wealthmanagement #digitaltransformation #financialservices #clientengagement #advisorsuccess

Ready to transform your wealth management sales process?  🚀

Join our webinar with SigFig's CEO, Mike Sha, and industry expert, Blair Morais, to discover how to:
✨  Consistently acquire new clients
✨ Deliver personalized advice at scale
✨ Leverage technology to enhance client experiences
✨ Drive sustainable growth for your firm

July 17th at 11:00 am PT / 2:00 pm ET 
https://lnkd.in/gmKEii4J 

#wealthmanagement #digitaltransformation #financialservices #clientengagement #advisorsuccess

The combination of automation + software + financial advisors can redefine the sales process, increase client satisfaction, and drive growth. We've seen firsthand how tech-assisted advice, particularly goal-based personalization, can significantly increase client account balances.

📈 Clients with set goals have 70% higher account balances than those without. 
✨ Personalization is the secret sauce. It's not just a trend – it's the key to turning five-figure accounts into six-figure success stories. 

The right digital tools can help:
🎯  Scale personalization to meet rising client expectations
🧲 Drive client engagement and attract new assets
⚙️  Streamline operations and free up advisors for high-value tasks

If you're ready to deliver personalized experiences that drive growth and client satisfaction, let's connect.

#wealthmanagement #digitaltransformation #fintech #personalization #clientengagement #financialadvisors

*Data from 4/9/22- 5/9/24. Account balances include deposits and market movement fluctuations based on one large bank.

Read the full article by Steven Mattus, CFA on BAI https://lnkd.in/gDNjmNSw

SigFig's CEO Mike Sha was featured by Ezra Group, LLC in their latest podcast episode, Ep. 203: Engaging Advisors Through AI-Powered Collaboration...
3️⃣ key takeaways came out of the conversation with Craig Iskowitz:
1. AI should be an integrated strategy across your business to make it successful in eliminating work, driving efficiencies and learnings, and for it to be meaningful
2. AI will be augmenting advisors — not replacing them
3. SigFig Engage is live and available to provide virtual collaboration, offer interactive workflows and content, and increase sales effectiveness

SigFig's interconnected digital wealth solutions are designed to empower financial advisors and investors. With our cutting-edge technology, we help you identify efficiencies for advisors, grow your user base, and scale seamlessly. Learn more about our multi-segment strategy: https://lnkd.in/gqS399th

📈 Ready to take your wealth management firm to the next level? Join next week's webinar on Thurs, June 6th on how AI and tech can help you break the mold, capture new assets, and expand wallet share. We’re combining industry expertise with real use cases designed to drive your success in the digital era. 

Save your seat now! https://lnkd.in/geFiEC3K

Metric
Company Name	SigFig	Strabo	Seymour Investment Management	FINTRX
Symbol
MSH ID	COM:SIGFIG	APP:STRABO	CA:SEYMOURINVEST	COM:FINTRX
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Financial Technology	Investment Management	Data Services
Country	US	GB	CA	US
Stage
Employee Count	137
Website	sigfig.com	strabo.app	seymourinvest.ca	fintrx.com
LinkedIn	sigfig
Founders

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COM:SIGFIG

SigFig

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