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FutureAdvisor
Fintech · San Francisco, United States · Founded 2010
Get personalized investing advice and data-driven recommendations for your investment goals from FutureAdvisor MoreLess
FutureAdvisor is a financial technology company that provides automated investment management services, commonly known as robo-advisory. The company primarily serves individual investors who are looking to manage their investment portfolios with minimal effort and lower costs compared to traditional financial advisors. FutureAdvisor operates in the wealth management market, which includes services like retirement planning, investment advice, and portfolio management.
The business model of FutureAdvisor revolves around using algorithms and data analytics to create and manage investment portfolios for its clients. By leveraging technology, the company can offer personalized investment strategies that align with each client's financial goals, risk tolerance, and time horizon. The service is designed to be user-friendly, making it accessible to both novice and experienced investors.
FutureAdvisor makes money by charging management fees based on the assets under management (AUM). These fees are typically lower than those charged by traditional financial advisors, making the service an attractive option for cost-conscious investors. The company may also earn revenue through partnerships with financial institutions that integrate FutureAdvisor's technology into their own service offerings.
In summary, FutureAdvisor is a tech-driven investment management service that aims to simplify the process of investing for individual clients. By using advanced algorithms and data analytics, the company provides personalized investment strategies at a lower cost, making it a competitive player in the wealth management market.
Keywords: robo-advisory, investment management, wealth management, automated investing, personalized portfolios, financial technology, retirement planning, low-cost investing, data analytics, asset management.
Company overview
FutureAdvisor company information
The essential company record, classifications and operating signals in one place.
- Status
- Acquired
- Founded
- 2010
- Headquarters
- San Francisco, United States
- Employees
- 6
- Open positions
- None listed
- Dealroom signal
- 67.6
Valuation & funding
FutureAdvisor funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITION✓Exit | Mar 2023 | $0 | — | Ritholtz Wealth Management | ↗ |
| ACQUISITION✓Exit | Aug 2015 | $150M | — | BlackRock | — |
| SERIES B✓Equity / VC | May 2014 | $16M | $62M | Sequoia · Y Combinator · Canvas Ventures · F-Prime | — |
| SERIES A✓Equity / VC | Aug 2012 | $5M | $20M | Sequoia · Keith Rabois | — |
| EARLY VC✓Equity / VC | Mar 2012 | — | — | Undisclosed | — |
| SEED✓Equity / VC | Aug 2010 | Y Combinator | — | ||
| SEED✓Equity / VC | Jan 2010 | Great Oaks Venture Capital · Raymond Tonsing · Madison Angels · Y Combinator | — |
Financials
Workforce over time
Available workforce history. Financial fields without reported data are omitted.
| Year | Employees |
|---|---|
| 2026 | 6 |
| 2025 | 7 |
| 2024 | 10 |
| 2023 | 10 |
| 2022 | 10 |
| 2021 | 13 |
Growth signals
FutureAdvisor website traffic
Latest recorded traffic for FutureAdvisor is 1.2K monthly website visits, up 823.1% over the last three months. FutureAdvisor's team declined 14.3% over the past year.
Comparisons
FutureAdvisor compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
Talent graph
FutureAdvisor's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where FutureAdvisor has talent and traffic
team presence
In the news
Latest news about FutureAdvisor
Recent press, funding announcements, and product moves mentioning FutureAdvisor — open to read from the original sources.
Market sentiment
What the market is saying about FutureAdvisor
An AI-synthesized read of the highest-engagement posts about FutureAdvisor on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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