# Tandems

> Tandems is an AI-native wealth operating system for banks, RIAs, and insurance firms - the rebrand of robo-advisor pioneer SigFig. Its TandemsMeet, TandemsGrow, and TandemsInvest products automate the meeting prep, client outreach, onboarding, and portfolio work that consume roughly 90% of a financial advisor's day, with SOC 2 Type II controls and bank-level encryption baked in.

- **Founded:** 2006
- **Headquarters:** San Francisco, California, United States
- **Founders:** Mike Sha (CEO & Co-Founder), Parker Conrad (Co-Founder (departed; later founded Zenefits and Rippling))
- **Team size:** ~110 employees
- **Products:** TandemsMeet, TandemsGrow, TandemsInvest
- **Notable:** One of the earliest robo-advisors (as SigFig, 2006)., Powered enterprise wealth platforms at large US banks including UBS and Wells Fargo deployments historically., Reported $60B+ in assets and 6,000 advisors served on legacy platform.

## Products & services

- **TandemsMeet** — AI-guided client meetings with smart prep, in-meeting workflows, and automated follow-up.
- **TandemsGrow** — Asset capture and client outreach: AI-assisted discovery, automated onboarding, and prospect-to-funded-account workflows.
- **TandemsInvest** — Personalized investment portfolios at scale, including rebalancing and tax-optimization.

## Achievements

- One of the earliest robo-advisors (as SigFig, 2006).
- Powered enterprise wealth platforms at large US banks including UBS and Wells Fargo deployments historically.
- Reported $60B+ in assets and 6,000 advisors served on legacy platform.
- Raised $113M total across rounds through Series E.
- Rebranded and relaunched as Tandems in September 2025 with an AI-native wealth OS.

## Latest updates

- **2025-09** — SigFig rebrands as Tandems and launches AI-native wealth operating system with TandemsMeet, TandemsGrow, and TandemsInvest.
- **2025** — CEO Mike Sha tours the podcast circuit pitching the 90%-advisor-workload-replacement thesis.

## Links

- Website: https://tandems.ai
- LinkedIn: https://www.linkedin.com/company/tandems-enterprise
- Facebook: https://www.facebook.com/SigFigInsights

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Profile page: https://yespress.io/tandems
Published by YesPress — https://yespress.io
Last updated: 2026-05-18