FutureAdvisor

San Francisco, United States Founded: 2010 • Age: 16 yrs Acquired By BlackRock
Client investment accounts are monitored, rebalanced, and tax-managed automatically.
Annual revenue - Latest available
Total funding $22.7M 4 rounds
Employees - Tracked headcount
Investors 7 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About FutureAdvisor

FutureAdvisor is a company based in San Francisco (United States) founded in 2010 was acquired by BlackRock in August 2015. FutureAdvisor has raised $22.68 million across 4 funding rounds from investors including BlackRock, Canvas Ventures and Sequoia Capital. FutureAdvisor operates in a competitive market with competitors including Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $22.68 M (USD)

    in 4 rounds

  • Latest Funding Round
    $15.5 M (USD), Series B

    May 27, 2014

  • Investors
    BlackRock

    & 6 more

  • Employee Count
    Not available
  • Acquired by
    BlackRock

    (Aug 26, 2015)

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People of FutureAdvisor

Headcount 10000+
Employee Profiles 758
Board Members and Advisors 20
Employee Profiles
People
Thamer F. al-Hazmi
Compliance Director
People
Mateo Gomez
Associate, Quantitative Investment Research
People
Bridget Stock
Director, Chief Of Staff To The COO
People
Erin Diegel
Director, Market Leader

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Board Members and Advisors
people
Susan L. Wagner
Board Member
people
Gordon M. Nixon
Board Member
people
Charles H. Robbins
Board Member
people
William E. Ford
Board Member

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Funding Insights of FutureAdvisor

FutureAdvisor has successfully raised a total of $22.68M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $15.5 million completed in May 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in FutureAdvisor

FutureAdvisor has secured backing from 7 investors, including venture fund and institutional investors. Prominent investors backing the company include BlackRock, Canvas Ventures and Sequoia Capital.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Sequoia Capital is engaged in venture capital investments.
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Early-stage startups are accelerated via funding and educational programs.
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VC firm making early stage investment in tech companies in the US
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Investor details for FutureAdvisor

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by FutureAdvisor

Investments
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Investment portfolio details for FutureAdvisor

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - FutureAdvisor

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Detailed financials for FutureAdvisor

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  • Profit trends
  • Statement rows
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Futureadvisor Comparisons

FutureAdvisor Primary company
Description
Client investment accounts are monitored, rebalanced, and ta...
Location
San Francisco, United States
Founded Year
2010
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for FutureAdvisor

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of FutureAdvisor

FutureAdvisor operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.

Company Name Domain Founded year HQ Location Description
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App-based automated investment and retirement planning platform
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Robo-advisory and financial planning services are provided for investments.
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Shariah-compliant investments and savings are offered to individuals.
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Investment accounts are linked and portfolios managed online.
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Detailed competitors of FutureAdvisor

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  • Domains and locations
  • Full company profiles
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  • Competitive positioning

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Latest news on Futureadvisor

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Complete news archive for FutureAdvisor

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about FutureAdvisor

FutureAdvisor was founded in 2010.

FutureAdvisor is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

FutureAdvisor is a funded company, having raised a total of $22.68M across 4 funding rounds to date.

FutureAdvisor is a registered investment advisory firm that manages clients existing IRA, Roth, taxable accounts, and other investment accounts. The platform automatically monitors, re-balance, and tax-managed clients current investments, adding low-fee index funds where necessary to bolster the portfolio. Holds agreements with Fidelity Investments and TD Ameritrade, to assume custody of client accounts. Backed by the venture capital team behind PayPal and Google.

FutureAdvisor's top competitors include Betterment, Wealthsimple and Stash.

FutureAdvisor has 7 investors. Key investors include BlackRock, Canvas Ventures, Sequoia Capital, Y Combinator, and Kapor Capital.

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