Sigma Global

What Sigma Global does

Sigma Global Services LLC is a private wealth management platform serving primarily Latin American clients — anchored in Venezuela with a regional office in Miami — that bundles four product lines into a single dashboard: USD digital banking via FaceBank International (an OCIF Puerto Rico-regulated International Banking Entity with direct Federal Reserve connectivity and ABA routing 021502189), investment management via the Vestiva platform offering BlackRock-managed automated portfolios, US Treasury Bills, single bonds, and access to 5,000+ market instruments, insurance brokerage across health, life, and travel with carriers including VUMI, Redbridge, American Fidelity, Best Travel Assistance, Olé Life, Manhattan Trust, and Empire, and real estate services through the Bolsa Inmobiliaria (400+ properties under commercial promotion contract) spanning Venezuela and South Florida with partners Real Property Management, Grupo COANBA, Florida Home Trust, and Tecnoeco. The company claims 20+ years of operating experience and 15,000+ active clients, and operates from Las Mercedes, El Salvador with offices in Caracas and Miami.

The underlying technology stack is largely partner-mediated: Sigma Global does not own regulated banking or investment infrastructure but rather distributes and onboards clients for institutional platforms (FaceBank for banking and P2P payments including PipolPay, Pershing for clearing/custody, BlackRock for portfolio strategies, Interactive Brokers for market access). Its own IP consists of a unified web client portal with two-factor authentication, an internal team operations dashboard, a CRM and real-time reporting layer supporting the Associate Program, and an investment growth simulator. Management consulting in legal, accounting, technology advisory, and digital marketing is offered alongside financial services.

Sigma Global generates revenue through four streams: ongoing advisory and wealth management fees (recurring), insurance carrier commissions (affiliate/referral), real estate transaction and management fees, and associate-driven distribution commissions. Pricing is largely quote-based; investment products have stated minimums (e.g., $1,000 initial on Vestiva, $500/month recurring), while FaceBank offers Personal, Professional, and Enterprise tiers. Go-to-market is multi-channel — direct digital self-serve onboarding (100% remote), an inside sales/advisory team operating via WhatsApp and phone (+58 412 1080565), and an Associate Program that recruits independent financial advisors across Latin America.

Name

Sigma Global

Legal name

Sigma Global Services LLC

Website

https://sigmaglobal.vip

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Sigma Global Services LLC is a private wealth management platform serving Latin American clients, bundling USD banking, investment portfolios, insurance brokerage, and real estate services through a unified digital dashboard with 100% remote onboarding across Venezuela, LATAM, and South Florida.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Cross-Border & International Wealth Services (FSABADAL)

akta.pro secondary industries

Affluent / Mass-Affluent Private Banking (FSABADAC), Private Banking & UHNW Wealth Advisory (FSAEABAC), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management services
• International digital banking
• Investment platform
• Insurance brokerage
• Real estate management

Headquarters

HQ city

Las Mercedes

HQ country

El Salvador

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory & Wealth Management Fees: Sigma Global charges advisory fees for managing client portfolios, providing financial planning, and offering investment advice. Revenue is generated through commissions on financial products (investment portfolios, T-bills, bonds) and ongoing advisory service fees.
2. Insurance Distribution Commissions: Sigma Global earns commissions from insurance carriers (VUMI, Redbridge, American Fidelity, Best Travel Assistance, Olé Life, Manhattan Trust, Empire) for placing health, life, and travel insurance policies for clients. Commission-based model with recurring premiums generating ongoing commission revenue.
3. Real Estate Transaction & Management Fees: Revenue from real estate brokerage (buying, selling, renting properties through the Bolsa Inmobiliaria with 400+ properties under commercial promotion contract), property administration, and construction/remodeling project management services.
4. Associate Program Revenue: Associates manage client portfolios and products through Sigma Global's platform. Sigma earns revenue through the advisory and product commissions generated via the associate network, which expands distribution reach across Latin America.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels4 records

Core offering

Sigma Global is a wealth management platform that distributes international digital banking (FaceBank USD accounts), an investment platform (Vestiva with BlackRock portfolios, T-Bills, bonds and 5,000+ instruments), insurance brokerage (international health, life and travel) and real estate services (Bolsa Inmobiliaria) to Latin American individuals through a unified client dashboard. Clients can open accounts 100% remotely from any Latin American country and access global financial services via a personal advisor supported by the Associate Program of independent advisors.

Product overview

Sigma Global is a unified wealth management platform combining multiple financial services under a single ecosystem. The core offerings include FaceBank International (digital banking with ABA routing and P2P payments), Vestiva (investment platform with BlackRock portfolios, T-Bills, bonds, and 5,000+ instruments), international insurance brokerage (health, life, and travel via VUMI, Redbridge, American Fidelity, and others), and Sigma Inmobiliaria (real estate management in Venezuela and Florida). Clients access all services through a unified portal with encrypted security and dual authentication. The platform is complemented by a partner associate program for independent advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• FaceBank International banking accounts International digital banking service distributed by Sigma Global that lets Latin American individuals open USD-denominated accounts 100% remotely via FaceBank International (IBE regulated by OCIF Puerto Rico), with US ABA routing 021502189, Mastercard debit and credit cards, ACH and wire connectivity to the Federal Reserve Bank of NY, and three tiers — Personal (no minimum balance or maintenance fees), Professional (for self-employed with monthly income up to $10,000, including authorized user and secured credit card) and Enterprise (corporate multi-user banking with payroll and vendor payments).
• Vestiva Investment Platform Investment distribution platform providing Latin American clients access to automated BlackRock-managed portfolios (reported returns up to 19.04% YTD), US Treasury bills (T-Bills) with AAA government rating, single corporate bonds, and direct market access through Market Hub with 5,000+ instruments; includes an interactive investment growth simulator and minimum initial investments from $1,000 with recurring contributions from $500/month.
• International Health Insurance Brokerage (Seguros de Salud Internacional) Distribution of international health insurance plans including VUMI (coverage from US$2,000,000 up to unlimited per policy year, with maternity, intensive care, cancer, dialysis, organ transplant and VIP medical services) and Redbridge RedChoice Care (rated AM Best B++ Good, up to US$1,000,000 per insured per year, worldwide coverage including the US, with telemedicine, home visits, pharmacy, second medical opinion and organ transplant cover).
• Life Insurance Brokerage (Seguros de Vida) Distribution of life insurance products for family protection and long-term financial security, including American Fidelity's AFIL Select Term life insurance (guaranteed premiums, 10- to 100-year coverage periods, conversion privileges to permanent plans, AM Best A+ Superior since 1982) plus Olé Life and Manhattan Trust offerings.
• Travel Insurance Brokerage (Seguros de Viaje) Distribution of Best Travel Assistance (BTA) travel insurance policies backed by Lloyd's and World Travel Assist, with 600,000+ global medical providers, SmartDelay airport VIP lounge access for 60+ minute delays, medical, legal assistance and baggage loss or cancellation cover starting from US$30,000.
• Sigma Inmobiliaria Real Estate Services Cross-border real estate service in Venezuela and South Florida covering buying, selling and renting (Bolsa Inmobiliaria with 400+ properties under commercial promotion contract), property administration, and construction and remodeling project management through partners Real Property Management, Grupo COANBA, Tecnoeco and Florida Home Trust.
• Management Consulting (Consultoría Gerencial) Management consulting covering legal assistance, accounting and tax (tax savings, payroll, books), technology advisory (design and development of web products and applications), and digital marketing strategy, delivered through Sigma Global's professional partner network.
• Programa de Asociados (Associate Program) Partnership program that recruits independent financial advisors and insurance agents across Latin America to distribute Sigma Global's full product portfolio (banking, investments, insurance, real estate) using the company's CRM dashboard, real-time reporting, training and institutional brand backing, with competitive commissions on products managed and multi-jurisdiction product access.

Quantifiable outcome

• Returns up to 19.04% YTD on automated BlackRock portfolios
• +4 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

13 partnerships are on record, tiered core and minor.

• BlackRockcoreTechnology or IntegrationBlackRock provides the portfolio management strategies powering the Vestiva investment platform. Sigma Global clients access automated investment portfolios adapted to their risk profile through BlackRock's institutional investment strategies. Portfolios on the platform have delivered returns up to 19.04% YTD.
• VestivacoreTechnology or IntegrationVestiva is the investment platform partner enabling Sigma Global clients to access automated portfolios, T-Bills (US Treasury Letters), single corporate bonds, and direct market access (Market Hub with 5,000+ instruments). Sigma Global acts as a distribution advisor for Vestiva's investment products.
• Facebank InternationalcoreTechnology or IntegrationFacebank International Corp. (IBE regulated by OCIF Puerto Rico) is an international banking entity providing USD-denominated bank accounts with ABA routing number (021502189), Mastercard debit and credit cards, PipolPay P2P payments, and direct ACH/Wire connectivity to the Federal Reserve Bank of NY. Sigma Global is an authorized advisor and onboarding partner, providing 100% remote account opening assistance to Latin American clients.
• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers is referenced as a financial/investment partner in the banking and finance section, providing access to global financial markets and trading capabilities for Sigma Global clients.
• PershingcoreTechnology or IntegrationPershing is listed as a financial partner, providing institutional-level clearing, custody, and trading infrastructure for Sigma Global's investment and wealth management operations.
• Riccio & AssociatesminorImplementation/ SI/ Consulting PartnerRiccio & Associates provides professional consulting services to Sigma Global, supporting legal and compliance functions for the financial advisory operation.
• VUMI (Virtual Medical International)coreTechnology or IntegrationVUMI is an international health insurance provider offering plans with coverage from US$2,000,000 up to unlimited per policy year. Plans include maternity, intensive care, cancer, dialysis, organ transplant coverage, and VIP medical services. VUMI is part of Sigma Global's insurance brokerage portfolio.
• Redbridge InsurancecoreTechnology or IntegrationRedbridge is rated AM Best B++ (Good) and offers RedChoice Care international health insurance plans covering up to US$1,000,000 per insured per year, with worldwide coverage including the US. Plans include telemedicine, home visits, pharmacy, second medical opinion, and organ transplant coverage.
• American Fidelity InternationalcoreTechnology or IntegrationAmerican Fidelity International Ltd. (member of American Fidelity Group, 50+ years in industry, AM Best A+ Superior since 1982) provides AFIL Select Term life insurance with guaranteed premiums, multiple coverage periods (10-100 years), and conversion privileges to permanent plans.
• Best Travel Assistance (BTA)coreTechnology or IntegrationBest Travel Assistance (BTA), backed by Lloyd's and World Travel Assist (WTA), provides travel insurance with 600,000+ global medical provider network, SmartDelay (airport VIP lounge access for 60+ min delays), and coverage starting from US$30,000. Operating from the US since 2015 with 30,000+ travelers protected.
• Real Property ManagementcoreTechnology or IntegrationReal Property Management is a real estate property management partner providing professional administration, maintenance, and valorization services for properties managed through Sigma Global's real estate platform.
• Grupo COANBAcoreTechnology or IntegrationGrupo COANBA is a real estate partner providing property management and real estate services in Venezuela and South Florida, integrated into Sigma Global's Bolsa Inmobiliaria (real estate exchange) platform.
• Florida Home TrustcoreTechnology or IntegrationFlorida Home Trust is a real estate partner specializing in South Florida property management, complementing Sigma Global's real estate services in the US market alongside Grupo COANBA and Real Property Management.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Facet Wealth: US digital financial advisory pairing clients with certified financial planners via subscription pricing. Comparable advisor-led, technology-enabled wealth advisory model, though operating in the US rather than the cross-border LATAM market Sigma serves.
• Stash: US subscription-based retail investment platform offering managed portfolios, individual stocks, and banking via partner bank. Comparable subscription-pricing model and integrated investment-plus-banking product mix to Sigma's Vestiva/Facebank offering.
• Remitly: Public digital remittance company focused on US-to-LATAM money transfers, with expanding account and card offerings. Comparable as a cross-border financial services platform serving the same LATAM diaspora customer base as Sigma.
• Majority: US fintech offering banking, debit, and money-transfer services tailored to immigrant and migrant communities, including a subscription model similar to Sigma's. Directly comparable target customer and cross-border positioning.
• Atlas: US-based digital bank purpose-built for Hispanic and immigrant consumers, offering USD accounts, debit cards, and remittance-friendly features. Direct comparable to Sigma's Facebank-led cross-border banking proposition for LATAM clients.
• Wise: Global cross-border account and money-movement platform serving migrants and international workers, including large LATAM populations. Comparable to Sigma's cross-border USD banking and payment positioning, though broader in geographic scope and better capitalized.

Broad incumbents

• Wealthfront: Established US digital wealth management platform offering automated portfolios, cash accounts, and financial planning at scale. Comparable on automated investment management and digital onboarding, though US-focused and better capitalized than Sigma.
• SoFi: Large US digital financial services firm combining banking, investing, lending, and insurance under one platform. Comparable integrated multi-product platform strategy, though serving US consumers rather than cross-border LATAM clients.
• Acorns: US consumer investment and banking subscription platform bundling investing, checking, and retirement products. Comparable subscription-based, multi-product retail wealth model, though Sigma targets higher-net-worth cross-border LATAM clients rather than US mass market.
• Betterment: Long-standing US robo-advisor and digital wealth platform offering automated portfolios, retirement accounts, and cash products. Comparable in the digital advisory and automated portfolio space where Sigma also competes via BlackRock-managed portfolios on Vestiva.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/sigmaglobalvip
• LinkedInlinkedin.com/company/sigmaglobalvip

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sigma Global