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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
client focusb2csub industryWealth ManagementsectorTradingsectorWealth ManagementindustryFintechsectorMoney ManagementsectorSaaSsectorBankingsectorMonitoringsectorRetirementsectorInvestingsectorAutomated ProcesssectorAutomated TechnologysectorYC S10

Valuation & funding

FutureAdvisor funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONExit Mar 2023 $0 Ritholtz Wealth Management
ACQUISITIONExit Aug 2015 $150M BlackRock
SERIES BEquity / VC May 2014 $16M $62M Sequoia · Y Combinator · Canvas Ventures · F-Prime
SERIES AEquity / VC Aug 2012 $5M $20M Sequoia · Keith Rabois
EARLY VCEquity / VC Mar 2012 Undisclosed
SEEDEquity / VC Aug 2010 Y Combinator
SEEDEquity / VC Jan 2010 Great Oaks Venture Capital · Raymond Tonsing · Madison Angels · Y Combinator
Showing 7 recorded eventsUnlock the complete deal history →

Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 6
2025 7
2024 10
2023 10
2022 10
2021 13
Company filings, research estimates and Dealroom dataOpen the full financial model →

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.

Latest monthly visits1.2K 3-month web change+823.1% 1-year team growth-14.3%
Monthly website visits103 observations · Jun 2015–Aug 2025
Hover or focus a point to see its exact monthly valueCompare with peers →

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.

Showing 8 of the closest matchesCompare every metric →

Talent graph

FutureAdvisor's talent

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Team profiled 24 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators Hidden — book a demo quality score
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

17 investors on FutureAdvisor's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 4 investors entered at this stage
Series A 4 investors entered at this stage
Other known 9 additional known investors
BlackRock
Ritholtz Wealth Management
Benjamin Ling
Bling Capital
David Jegen.
Eight Roads Ventures
Jeremy Stoppelman
Kapor Capital
Technology Pioneers | World Economic Forum

Global footprint

Where FutureAdvisor has talent and traffic

Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

In the news

Latest news about FutureAdvisor

Recent press, funding announcements, and product moves mentioning FutureAdvisor — open to read from the original sources.

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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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