About FutureAdvisor
FutureAdvisor is a Technology company based in San Francisco (United States) founded in 2010, and was acquired by BlackRock in August 2015. Client investment accounts are monitored, rebalanced, and tax-managed automatically. FutureAdvisor has raised $22.68 million across 4 funding rounds from investors including BlackRock, Canvas Ventures and Sequoia Capital. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its competitors include Betterment, Stash and Wealthfront; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsTechnology
- Website futureadvisor.com
- Social LinkedIn X Facebook
- Acquired by BlackRock (Aug 2015)
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.
- Total Funding $22.68M
- Total Rounds 4
- Last Round Series B — $15.5M
- First Round $1M
(Jun 2010)
- Investors Count 6
All 4 funding rounds of FutureAdvisor with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2014 | $15.5M | Series B | – | Canvas Ventures | |
| Aug 2012 | $6.18M | Series A | – | – | |
| Mar 2012 | Series A | – | – | ||
| Jun 2010 | $1M | Seed | – | – |
7 investors in total: 7 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Sequoia Capital is engaged in venture capital investments. | 1972 | sequoiacap.com | ||
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States | ||
VC firm making early stage investment in tech companies in the US | 2013 | canvas.vc | Portola Valley, United States | |
Seed stage venture capital firm investing in US | kaporcapital.com | Oakland, United States | ||
Tech focused early-stage micro VC firm investing in the US | greatoaksvc.com | New York, United States | ||
Early-stage venture capital firm investing mainly in the US | yventures.com | Monrovia, United States | ||
Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | 1988 | blackrock.com | New York, United States |
Investor details for FutureAdvisor
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of FutureAdvisor
778 people are tracked at FutureAdvisor (596 in leadership, 20 in board & advisors, 162 in team).
| Name | Role | Group |
|---|---|---|
Thamer F. al-Hazmi | Compliance Director | Leadership |
Mital Nathwani | Global Product Group - Director | Leadership |
Vivian Mingjun Yin | Vice President, Aladdin Data, Data Implementation | Leadership |
Bridget Stock | Director, Chief Of Staff To The COO | Leadership |
Devan Nathwani Fia | Director, Portfolio Research, Blackrock Investment Institute | Leadership |
Debbie Mah | Director, Securities Finance | Leadership |
Erin Diegel | Director, Market Leader | Leadership |
Jaideep Patil | Vice President | Leadership |
Sofia Maurya | Chief Risk Officer/limited Partner | Leadership |
Ben Wong | Managing Director | Leadership |
Laurence D. Fink | Chairman & CEO | Leadership |
Marinos Kintis | Director Of Platform Engineering | Leadership |
Meghan Colarusso | Director, Product Strategy | Leadership |
Dylan Solarte | Director - HR Business Partner | Leadership |
Raphael Small | Vice President, Risk And Quantitative Analysis Group, Multi Asset Strategies & Solutions | Leadership |
Cliff Chang | Head Of Executive Search - Aladdin, Tech, Product, Clients, Data & AI | Leadership |
Magalie Engelmann | Director - Deputy Head Europe Compliance | Leadership |
Stephen Scharf | Managing Director & Global Chief Information Security Officer (CISO) | Leadership |
Tetiana Samokysh | Vice President Of Product Management | Leadership |
Lilla Petroczki | Vice President | Leadership |
758 more people are available in the full profile.
Complete people profiles for FutureAdvisor
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of FutureAdvisor
4 dated milestones of FutureAdvisor across 5 years, from founding to its latest funding, stage changes and deals.
- Founded FutureAdvisor is founded.
- Funding First funding round of $1.0M.
- Funding Latest funding round, Series B, of $15.5M.
- Exit Acquired by BlackRock.
Competitors of FutureAdvisor
FutureAdvisor has 3 listed competitors in our database, 3 of them funded. They include Betterment, Stash and Wealthfront.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | Automated investment and robo-advisory services are offered to individuals. | ||
| wealthfront.com | 2008 | Palo Alto, United States | $204.67M | 200 | Robo-advisory and financial planning services are provided for investments. |
Detailed competitors of FutureAdvisor
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of FutureAdvisor
Websites that share an audience with FutureAdvisor (futureadvisor.com).
Websites whose visitors overlap most with FutureAdvisor. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthfront.com | 100% | 3.8M | #12,843 | View details | |
| betterment.com | 100% | 2.9M | #17,107 | View details | |
| jemstep.com | 99% | View details | |||
| sigfig.com | 94% | 138.5K | #309,236 | View details | |
| financialengines.com | 75% | 371.9K | #130,949 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for FutureAdvisor
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as FutureAdvisor (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Futureadvisor
Complete news archive for FutureAdvisor
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- Full article archive
- 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. The company's 1st funding round was a Seed of $1M, raised on Jun 2010.
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, Stash and Wealthfront.
FutureAdvisor has 7 investors. Key investors include BlackRock, Canvas Ventures, Sequoia Capital, Y Combinator, and Kapor Capital.
Yes. FutureAdvisor was acquired by BlackRock in August 2015.