シグマ株式会社
シグマ株式会社 is a Nagoya-based, privately held Independent Financial Advisor (IFA) firm providing salaried, conflict-free asset management, retirement, and life-plan advisory services to individual clients aged 40-60 across Japan's Chubu region.
- Company typePrivate
- Founded2012
- HeadquartersNagoya (名古屋), Japan
- Headcount1–10
- GTM typeB2C
- OfferingServices
What シグマ株式会社 does
シグマ株式会社 (operating as FP法人シグマ) is a privately held Independent Financial Advisor (IFA) firm headquartered in Nagoya, Aichi Prefecture, Japan. Founded in 2012, the company is registered as a 金融商品仲介業者 (Financial Products Intermediary) under the Tokai Finance Bureau (registration no. 152) and operates on a salaried-advisor model rather than a commission-based sales structure, which it uses to position itself as independent and neutral relative to securities firms and banks. The firm serves individual clients — predominantly aged 40 to 60 — in the Chubu region, with over 90% of clients concentrated in Nagoya and Aichi and additional reach into Gifu and Mie. Its core use cases center on retirement planning, retirement-sum optimization, NISA/iDeCo utilization, and portfolio construction for households dissatisfied with conventional bank or insurance-led advice.
The company's product set is delivered through human advisors supported by a set of consulting tools including a life-plan simulator, macroeconomic and financial-market analysis tools, portfolio construction tools, risk analysis systems, and bond/investment trust analysis tools. Its proprietary advisory framework emphasizes a "Goal-Based Approach" in which client goals are formalized first and then translated into investment plans and ongoing execution support. Client engagement follows a 3+-meeting funnel starting with a 90-minute initial hearing, followed by life-plan creation, asset allocation optimization, and ongoing follow-up meetings held one to two times per year.
Revenue is generated through three streams: (1) transaction/commissions from financial product intermediation via business consignment contracts with Rakuten Securities and Monex Securities (including use of their IFA-dedicated trading desks), (2) recurring fees from ongoing consulting, life-plan, and follow-up engagements, and (3) revenue from seminars, content, and a referral network of specialists (tax accountants, lawyers, judicial scriveners, real estate transaction specialists). The firm supplements direct/advisory-led sales with content marketing (FP COLUMN blog), free in-person and online seminars, earned media (Chunichi Shimbun, Nikkei Veritas, Nikkei Money, CBC Radio), and event co-hosting. With only five disclosed employees, the operating footprint is intentionally lean and relationship-led, anchored in the Nagoya headquarters at Kanayama.
シグマ株式会社 firmographics
Firmographics- Name
- シグマ株式会社
- Legal name
- シグマ株式会社
- Website
- https://fp-sigma.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- シグマ株式会社 is a Nagoya-based, privately held Independent Financial Advisor (IFA) firm providing salaried, conflict-free asset management, retirement, and life-plan advisory services to individual clients aged 40-60 across Japan's Chubu region.
- Ownership category
- akta.pro rank
シグマ株式会社 industry classification
Industry- Product category
- Independent Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where シグマ株式会社 is headquartered
LocationHeadquarters
- HQ city
- Nagoya (名古屋)
- HQ country
- Japan
- HQ region
- Asia
Offices1 record
Markets served
シグマ株式会社 business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- 金融商品仲介手数料: 楽天証券・マネックス証券との業務委託契約を結び、顧客が特定金融商品を購入した際に報酬を受領。IFA専用銘柄の取扱もあり、顧客の運用ニーズに応じた商品を中介する手数料収益モデル。
- カウンセリング・コンサルティングフィー: ライフプラン作成・資產診断・具体的な運用提案などのカウンセリングサービスに伴う報酬。長期的な伴走サポート（年1〜2回程度の定期面談含む）を通じて継続的な関係を構築し、安定した収益を実現。
- セミナー開催・コンテンツ収益: 無料オンラインwartshop・有料セミナーを通じて資産運用の教育サービス提供。顧客接点拡大的同时、専門家ネットワーク（税理士・弁護士・司法書士・宅地建物取引士）への連携・紹介を通じた追加収益機会を創出。
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | 资料请求サービス（免费下载） |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
シグマ株式会社 product offering
Product offeringCore offering
シグマ株式会社 operates as an independent IFA firm offering comprehensive financial advisory services to individual clients, including life plan creation, asset allocation and portfolio construction, retirement planning, NISA/iDeCo selection, and ongoing follow-up support. The firm is registered as a financial products intermediary and partners with online securities firms (Rakuten Securities, Monex Securities) to execute client transactions. Advisory services are delivered through direct consultation by salaried, non-commission-based CFP®-certified professionals.
Product overview
シグマ株式会社（FP法人シグマ）は、名古屋に拠点を置く独立系ファイナンシャルアドバイザー（IFA）企業。基本サービスとして、ヒアリング・ライフプラン作成・ポートフォリオ構築・継続的なフォローアップを含む包括的な資産運用のアドバイスを提供。IFAサービス、資産運用サービス、ライフプラン作成サービスを中核とし、リスクマネジメント（保険の見直し）、フォロー・メンテナンスサービス、専門家会議（プレミアムサービス）などの追加サービスを展開。セミナーサービス（集合型・オンライン・動画）とFPコラムによる金融リテラシー向上支援も実施している。
Differentiator
Problem solved
Functional benefit
Products and services
- IFA (Independent Financial Advisor) Service Comprehensive independent financial advisory service including initial hearing, life plan creation, portfolio construction, and ongoing follow-up support. Provided by salaried CFP®-certified advisors independent of any specific financial institution.
- Asset Management Service Integrated asset management service covering post-retirement funding targets, portfolio construction, NISA/iDeCo selection, and individual financial product proposals for individual clients in Nagoya and Aichi region.
- Life Plan Creation Service Service that confirms the client's current situation and future goals, then creates a life plan table to clarify issues and establish a plan to reach the target.
- Follow-up and Maintenance Service Continuous support service including periodic meetings (1–2 times per year), ad-hoc Q&A response, life plan updates, tax information, and rebalancing proposals for clients.
- Risk Management (Insurance Review) Service calculating required coverage, reviewing insurance policies, and proposing optimal insurance balance and premium allocation for individual clients.
- Specialist Consultation (Premium Service) Coordination with specialist partners including tax accountants, attorneys, judicial scriveners, and real-estate transaction specialists to address inheritance, succession, real estate, and legal matters.
- Seminar Service Educational seminars delivered in in-person, online, and on-demand video formats covering financial asset management from basics to applied topics (e.g., Sigma-style NISA and Planning start-up).
- Financial Product Brokerage (Securities Firms) Execution of client financial product transactions (mutual funds, bonds, etc.) through partner securities firms (Rakuten Securities, Monex Securities) under financial product intermediary registration, earning commissions on transactions.
Quantifiable outcome
- 金融庁レポートでは、利益のある顧客割合が最も大きいのはIFAとされ、対面証券会社や低コストのネット証券と比較してIFAに相談する效果の高さか裏付けられている。
Companies that use シグマ株式会社
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
シグマ株式会社 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
シグマ株式会社 partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- 名古屋証券取引所（名証IRエキスポ2025）minor名証IRエキスポ2025の「マネーの相談ブース」の運営協力を実施。代表・藤原・山本が各セッションに出演し、个别相談会では税理士・弁護士・司法書士等专业家属と連携して対応した。
- なごや資産形成EXPO実行委員会（esser共催）core2025年4月26日に「なごや資産形成EXPO」を共催。投资イベントを通じて地域の金融リテラシー向上を目的とした共同イベント。運用会社や証券会社など多くに出展いただき、セミナーや相談会を実施した。
- 楽天証券coreシグマは金融商品仲介業者として楽天証券と業務委託契約を締結。顾客が楽天証券の口座を通じて引投信・債券等の金融商品を購入できる環境を提供。IFA専用のコラー ス也有取扱.
- マネックス証券coreシグマは金融商品仲介業者としてマネックス証券と業務委託契約を締結。 интернет券商大手との業務提携により、顧客への 商品提案の幅を拡大。IFA专用銘柄の取扱もあり.
- 税理士・弁護士・司法書士・宅地建物取引士等专业家属Networkminor专家会議として各分野に強みを持つ専門家チームと連携。客户のニーズに合わせ、税理士・弁護士・司法書士・宅地建物取引士等を適切に紹介・連携。専門士業への実費负担のみで高品质な専門家服务を実現。名古屋・愛知の地の强みを活かした安心できる专家Network.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
シグマ株式会社 competitors and assessment
Company assessmentOthers
- マネーフォワード (Money Forward): Japanese fintech platform offering personal finance management, accounting, and household budgeting tools including Money Forward ME and Money Forward Cloud. Thematically adjacent — both empower consumers around personal financial decision-making — but Money Forward does not directly offer personalized IFA advisory.
Direct peers
- 株式会社IFA JAPAN: Japanese independent IFA firm providing fee-based portfolio advisory and life planning through online broker consignment. Comparable in scope, business model, and target segment to Sigma, though typically serving a different regional footprint.
- OneMileStone: One of Japan's largest independent IFA firms offering salaried financial planner-led investment advisory and life planning. Directly comparable to Sigma as an independent, non-captive advisory firm targeting individual wealth clients through consignment relationships with major online brokers.
Broad incumbents
- マネックス証券 (Monex Securities): One of Japan's largest online brokers and Sigma's consignment channel partner. Overlaps with Sigma through retail investment advisory, product offerings, and self-directed investors — but operates as a broker rather than fee-only IFA.
- WealthNavi: Japan's largest robo-advisor, offering automated, algorithm-driven diversified portfolio management at low fees. Competes with Sigma for NISA and asset-formation clients, especially younger segments, but competes on price and self-service rather than personalized advice.
- 大和証券 (Daiwa Securities): Major Japanese brokerage group with retail and wealth management divisions. Comparable as a broad incumbent serving retail asset-formation and retirement-planning needs, against which Sigma positions itself as an independent, salaried advisor alternative.
- SBI証券 (SBI Securities): Japan's largest online securities firm by trading volume, with broad retail and institutional reach. Comparable as a competing retail wealth channel and as a potential alternative IFA-consignment partner; provides a benchmark for product shelf and pricing.
- 野村證券 (Nomura Securities): Japan's largest traditional full-service brokerage, offering wealth management, advisory, and retail brokerage. Comparable as a comprehensive wealth advisory incumbent — Sigma explicitly differentiates against its commission-driven bank/traditional-securities sales model.
- 楽天証券 (Rakuten Securities): Japan's largest online broker by accounts and Sigma's other consignment channel partner. Competes for retail asset-formation clients (especially NISA) while also serving as product/execution infrastructure for Sigma's IFA practice.
Emerging players
- Money Design: Japanese robo-advisor offering automated global ETF portfolios including THEO and DC Wrap services. Overlaps with Sigma's life-event and NISA-focused content, but serves clients via digital channels rather than human advisor consultations.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
シグマ株式会社 social profiles
Digital presenceシグマ株式会社 financial estimates
Financial estimateRevenue estimate
Valuation estimate
シグマ株式会社 leadership team
Management profileNumber of profiles
Profiles3 records
シグマ株式会社 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
シグマ株式会社 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about シグマ株式会社
What does シグマ株式会社 do?
シグマ株式会社 operates as an independent IFA firm offering comprehensive financial advisory services to individual clients, including life plan creation, asset allocation and portfolio construction, retirement planning, NISA/iDeCo selection, and ongoing follow-up support. The firm is registered as a financial products intermediary and partners with online securities firms (Rakuten Securities, Monex Securities) to execute client transactions. Advisory services are delivered through direct consultation by salaried, non-commission-based CFP®-certified professionals.
Is シグマ株式会社 a public or private company?
シグマ株式会社 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was シグマ株式会社 founded?
シグマ株式会社 was founded in 2012. It employs 1 to 10 people.
Where is シグマ株式会社 based?
シグマ株式会社 is headquartered in Nagoya (名古屋), Japan, in the Asia region.
How does シグマ株式会社 make money?
Three revenue lines are on record. 金融商品仲介手数料 is the primary driver. The others are カウンセリング・コンサルティングフィー and セミナー開催・コンテンツ収益.
Who are シグマ株式会社's main competitors?
マネーフォワード (Money Forward) is listed as an others. Direct peers are 株式会社IFA JAPAN and OneMileStone. Broad incumbents are マネックス証券 (Monex Securities), WealthNavi, 大和証券 (Daiwa Securities), SBI証券 (SBI Securities), 野村證券 (Nomura Securities) and 楽天証券 (Rakuten Securities). Money Design is listed as an emerging player.
Does シグマ株式会社 have an API?
No public API is recorded for シグマ株式会社.
What industry is シグマ株式会社 in?
シグマ株式会社's product category is Independent Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.