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智能投顾平台SigFig获华尔街5000万美元投资

近日,智能投顾平台SigFig宣布获得5000万美元E轮融资。本次融资由贝恩资本、联合广场风投公司、DCM Ventures、UBS和纽约人寿共同参与。

与Betterment和Wealthfront等其他机构顾问不同,SigFig为金融机构构建数字财富管理工具,而不是自己直接管理投资。比如,美国富国银行、瑞银集团和Citizens Financial Group Inc都是SigFig的客户。

SigFig表示,将利用这笔资金进一步扩充用户规模。

其实,不少传统投资顾问公司已经开始进行商业模式调整。例如,Wealthfront增加了被称为“PassivePlus”的产品套件,该产品套件融合了被动式投资和更加积极的策略(例如投资于“风险平价”基金)。而智能投顾的另一市场领导者Betterment在一年半前为其产品添加了人力顾问。

SigFig的白色标签商业模式表明,投资者仍然认可智能投顾领域的重要前景,并且正在部署资本支持不同形式的市场模式探索。

 

A unique robo-advisor business model received a stamp of approval from investors on both coasts.

SigFig announced a $50 million Series E round anchored by Bain Capital, Union Square Ventures, DCM Ventures, UBS and New York Life.

Why It Matters

SigFig, unlike other robo-advisors like Betterment and Wealthfront, builds digital wealth management tools for financial institutions rather than manage investments itself. The company counts Wells Fargo & Co

WFC, UBS Group and Citizens Financial Group Inc as customers. SigFig plans to use the new capital infusion to grow its financial institution customer base.

“We are now aggressively expanding our services and reach to improve how banks utilize technology with their clients and increase the number of everyday people using technology to manage their finances,” said CEO Mike Sha in a press release.

What’s Next

“Traditional” robo-advisors have started to adapt their business models. Wealthfront, for instance, has added what it calls a “PassivePlus” suite of products, which blend passive investing with more active strategies such as the option to invest in a “risk parity” fund. Betterment, the other market leader in robo-advising, added human advisors to its offerings a year and a half ago.

SigFig’s white labeled business model shows that investors still see significant promise in the robo-advising space, and are deploying capital to support different methods of approaching the market.

“The media likes to put this idea out that the robo-advisors are out to put the traditional advisors out of business,” Sha said at the 2018 Benzinga Global Fintech Awards. “We see something completely different with most of our advisors.”


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