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Sigma401k
AddedFeb 17, 2024
UpdatedJun 18, 2026
Sigma401k

Sigma401k

Operating

Sigma401k offers a web-based investment management app, providing active money management and quarterly portfolio adjustments for retirement accounts.

Location
Phoenix, AZ, US
Founded
2017
Firm
Compare
Fundraising
Employees

Sigma401k is an investment advisory and technology firm that aims to bring sophisticated investment strategies to all retirement oriented investors. They offer the first web-based investment management application designed to provide active money management services to clients within their existing employer sponsored retirement account (401k, 403b, etc.). Their service provides quarterly portfolio monitoring and adjustments to your account.

These are based on well-known investment methods, but they are not commonly available to retirement plan participants. The Sigma401k strategy combines tracking a return risk “factor”, momentum, with a versatile risk management model (market trend) that attempts to reduce the effects of market downturns on portfolios. They believe this type of sophisticated strategy should be available to all investors.

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Sigma401k - Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 4 more industry codes
NAICS
  • 525100Insurance and Employee Benefit Funds
  • 525110Pension Funds
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions