Tandems is a San Francisco-based financial technology company that provides an AI-native wealth operating system for banks, wealth managers, insurers and financial advisors. Founded in 2006 as Wikinvest and later known as SigFig, the enterprise business rebranded as Tandems in 2025. Its platform includes Hamilton AI, TandemsMeet, TandemsGrow and TandemsInvest, covering advisor workflows such as meeting preparation, client follow-up, opportunity discovery, financial planning, onboarding and portfolio management. Tandems integrates with brokerage, banking, CRM and productivity systems used by large financial institutions. The company reports more than 5,000 active advisors, 2.7 million client accounts and over $80 billion in assets on its platform.
Tandems offers candidates the opportunity to work on enterprise AI and financial technology used by more than 5,000 advisors and 2.7 million client accounts, with over $80 billion in assets on its platform. Its engineering problems span AI orchestration, financial workflows, integrations with legacy banking and brokerage systems, security, compliance and large-scale investment technology. The company is remote-first with team members across the US, Canada, India and Singapore and publicly highlights learning resources, equity participation and flexible time off. US employee benefits include company-paid health, dental and vision coverage, a wellness benefit and 401(k) matching. Tandems is also backed by established investors including General Atlantic, Bain Capital Ventures and Union Square Ventures.
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Co-founder and CEO of Tandems. Before founding Wikinvest, which evolved into SigFig and later Tandems, Sha worked at Amazon on payments, the Amazon Visa Card, partnerships and fraud-detection technology. He earned a BA in Applied Mathematics and an MS in Computer Science from Harvard University and leads Tandems' enterprise fintech and AI strategy.
Co-founded Wikinvest, the predecessor to SigFig and Tandems, with Mike Sha. Conrad studied chemistry at Harvard University and later founded Zenefits and co-founded Rippling, where he is CEO. He left the Wikinvest/SigFig business before its later evolution into enterprise wealth technology and is a historical founder rather than a current Tandems executive.
CTO of Tandems and an early engineering leader at the company. Before SigFig, Fong led engineers at Amazon and spent nearly five years working on Amazon's ordering systems. He holds undergraduate degrees in Computer Science and Economics and a Master of Engineering in Computer Science from Cornell University. He leads the technology organization behind Tandems' financial-services platform.
CFO of Tandems. Salvi previously held finance leadership roles at Green Dot, Zazzle, DocuSign and Visa and earlier worked at McKinsey. He holds a degree from the Institute of Chemical Technology in Mumbai and an MS in Chemical Engineering from UC Davis. His experience spans fintech finance, FP&A and scaling technology businesses.
COO of Tandems with more than two decades of banking and fintech experience. Mercurio previously held leadership roles at Cambridge Savings Bank, Santander, Wachovia and Fleet Bank and has also served in fintech go-to-market leadership at Nomis Solutions. His background in bank operations and distribution supports Tandems' work with large financial institutions.
Head of AI Engineering at Tandems. Wijatno has held data science and analytics leadership responsibilities within SigFig/Tandems and now leads engineering work around the company's AI capabilities. His role is central to Tandems' verticalized AI platform and the AI systems powering advisor-facing products such as Hamilton.
Tandems
Tandems launched Hamilton, an AI assistant embedded in its WealthOS platform. The company says Hamilton can support up to 80% of an advisor's daily tasks, including meeting preparation, client reviews, financial planning, portfolio rebalancing, account opening, asset transfers and follow-up workflows.
Read articleBusiness Wire
SigFig announced that its enterprise business was becoming Tandems and introduced an expanded AI-native wealth operating system aimed at advisors working at banks, wealth managers and insurance companies.
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