Tandems

Tandems (formerly SigFig) is a verticalized AI platform purpose-built for the wealth management, banking, and insurance industries, enabling financial institutions to deliver AI-guided advisor conversations, intelligent client outreach, personalized portfolio management, and automated onboarding at scale. The platform is SOC 2 Type II compliant with bank-level AES-256 encryption and pre-integrated with major financial systems including Salesforce, Fidelity, Schwab, Pershing, Broadridge, and Docusign, and can be deployed in production in under 30 days. Tandems serves premier financial institutions with tens of thousands of active advisors and hundreds of billions of dollars in assets on platform, offering a compliant AI layer tuned for regulations including Reg BI and ERISA.