Tandems

Tandems, headquartered in San Francisco, California, is a digital wealth management solutions and technology provider for financial institutions and their advisors that rebranded from SigFig in September 2025. Founded in 2006, the company initially launched to democratize access to financial advice and soon expanded its focus to building digital we... alth solutions deployed by major financial institutions to help manage billions of dollars in investments. As a pioneer in the rise of robo-advisory and digital wealth technology, Tandems' platform serves over 60 billion dollars in assets across two million accounts and 6,000 advisors. Led by co-founder and CEO Mike Sha, Tandems has leveraged this scale and deep industry expertise to build powerful new verticalized AI solutions tailored to the unique workflows and needs of financial institutions and their advisors, launching an AI-native wealth operating system for financial advisors. The new WealthOS helps advisors run more efficient and effective meetings, turns every new client conversation into an asset-gathering opportunity, and helps deliver personalized advice at scale, automating the manual work that takes up 90 percent of an advisor's time. At the core of the AI-native WealthOS is a verticalized approach to AI that is pre-integrated with most major financial and software data platforms including Fidelity NFS, Schwab, Pershing, Broadridge, Microsoft, Salesforce, and DocuSign, meets stringent security and privacy standards with SOC 2 Type II compliance and bank-level AES-256 encryption, and is fine-tuned for over 200 real-world financial use cases. The Tandems product ecosystem includes three core solutions: TandemsMeet, a human-centered sales and meeting effectiveness platform that handles scheduling, records client input, provides summaries, syncs with CRM systems, and creates document workflows; TandemsGrow, a portfolio analysis tool trained to proactively identify gaps and opportunities in client holdings; and TandemsInvest, an automated tool that ...Read More