FutureAdvisor
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FutureAdvisor

http://futureadvisor.com/
Last activity: 17.04.2024
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Categories: ContentFinTechFirmFutureInvestmentManagementPersonalServiceSoftwareTools
FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms.

FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion.

FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs

Social Media Community Policy:

Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others'​ experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.
Followers
3.81K
Website visits
5.7K /mo.
Mentions
45
Location: United States, California, San Francisco
Employees: 51-200
Phone: +44 7404 382198
Total raised: $20.5M
Founded date: 2010

Investors 8

Funding Rounds 2

DateSeriesAmountInvestors
21.05.2014Series B$15.5MCanvas Ven...
22.08.2012Series A$5MSequoia Ca...

Mentions in press and media 45

DateTitleDescription
17.04.2024Meet YC’s newest Visiting Group PartnersI am excited to announce we have three new Visiting Group Partners joining us for the S24 YC batch: Andrew Miklas, Ooshma Garg, and Jon Xu. Visiting Group Partners help advise founders during the batch by sharing their own experiences and l...
25.12.2019Практическое применение ИИ в бизнесе: мнения экспертовИнтересуетесь искусственным интеллектом? Мы разобрали практически 20-летний опыт работы с ИИ, а также поговорили с директорами компаний-гигантов о будущем технологии. Читайте интервью с Саркисом Григоряном (Neurocomm), Андреем Черногоровым ...
19.06.2018Investment advisory software developer SigFig raises $50 millionSigFig, the developer of an automated wealth management toolkit, has raised $50 million in a new round of funding. The company said the new money would be used to continue its research and development. The new funding was led by General Atl...
24.08.2016With Betterment, Uber offers drivers a retirementThe future self-driving car company continues to offer benefits and perks to its human drivers Editor's Note: Our 6th Annual Vator Splash LA conference is coming up on October 13 at the Loews Hotel in Santa Monica. Speakers include Mark Cub...
10.04.2016Fintech, the Surge of Robo-AdvisorsSupported by the technology, a new form of wealth management advice has emerged in the latest years. By leveraging client information and algorithms, robo-advisors create and manage automated portfolio allocation and make investment recomme...
17.11.2015The Top 3 Fastest-Rising FinTech Portfolio Management StartupsThe biggest venture capital firms have invested in some of today's most talked-about startups, and now we are seeing tech entrepreneurs making huge headways into the wildly exciting and growing financial tech arena. FinTech companies, as th...
29.08.2015M&A roundup - week ending 8/29/15BlackRock bought FutureAdvisor; AOL purchased Ashe Avenue; Zipcar acquired Local Motion Global investment management company BlackRock entered into an agreement to purchase FutureAdvisor, an automated investment advisory platform for “mass-...
26.08.2015BlackRock, The World's Largest Asset Management Firm, Acquires FutureAdvisor (YC S10)FutureAdvisor, the automated wealth management and financial advisory platform, announced today that it has been acquired by global asset management firm BlackRock. FutureAdvisor, which was co-founded by CEO Bo Lu and CTO Jon Xu, launched o...
26.08.2015BlackRock, The World’s Largest Asset Management Firm, Acquires FutureAdvisor (YC S10)FutureAdvisor, the automated wealth management and financial advisory platform, announced today that it has been acquired by global asset management firm BlackRock. FutureAdvisor, which was co-founded by CEO Bo Lu and CTO Jon Xu, launched o...
26.08.2015BlackRock acquires digital financial advisor FutureAdvisorFutureAdvisor will retain its own brand and offices as part of BlackRock Solutions People have been telling me to invest for years now. Sadly, with the amount of money I have to pay for student loans, that's been harder to do than it probab...
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