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FutureAdvisor is a registered investment advisory firm serving clients nationwide. The company's team of Chartered Financial Analysts and math PhDs use software to actively monitor and manage clients' existing 401(k), IRA, and taxable accounts from a household-wide, long-term perspective. FutureAdvisor can make recommendations for portfolios in just a few minutes.
Total funding
~$21M
HQ 🇺🇸
San Francisco, United States
Year founded
2014
Status
Acquired
People
Bo Lu
Chief Executive Officer
Jon Xu
Chief Technology Officer
Investors
BlackRock
Sequoia Capital
F-Prime Capital
Canvas Ventures
Keith Rabois
Kapor Capital
Jeremy Stoppelman
Great Oaks Venture Capital
Y Combinator
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