When was FutureAdvisor founded?

FutureAdvisor was founded in 2010 and raised its 1st funding round within a year of its incorporation.

Where is FutureAdvisor located?

FutureAdvisor is headquartered in San Francisco, United States.

How many employees does FutureAdvisor have?

As of Jul 31, 2026, the latest employee count at FutureAdvisor is 1.

Is FutureAdvisor a funded company?

FutureAdvisor is a funded company, having raised a total of $22.7M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2010.

How much is FutureAdvisor worth?

The last known valuation of FutureAdvisor was $***** as of Aug 26, 2015.

When was the latest funding round of FutureAdvisor?

FutureAdvisor's latest funding was a $***** Series B round on May 27, 2014, with participation from 3 investors.

Where does FutureAdvisor rank among its competitors?

FutureAdvisor ranks 22nd amongst 171 active competitors, of which 38 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Pogo, which secured an undisclosed amount in Jun, 2026.

Who are the top competitors of FutureAdvisor?

FutureAdvisor's top competitors include Betterment, Wealthfront and Stash. Among them, Pogo secured the most recent funding round in June, 2026.

FutureAdvisor - 2026 Company Profile, Team, Funding & Competitors

Q: Is FutureAdvisor an acquired company?

FutureAdvisor got acquired by BlackRock on Aug 26, 2015.

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.

Website: futureadvisor.com
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Key Metrics

Founded Year

2010

Location

San Francisco, United States

Stage

Acquired

Total Funding

$22.7M in 4 rounds

Latest Funding Round

Series B, May 27, 2014, $*****

Last Known Valuation

$***** as on Aug 26, 2015

Investors

Canvas Ventures & 9 more

Ranked

22^nd among 171 active competitors

Employee Count

1 as on Jul 31, 2026

Similar Companies

Betterment & 712 more

Exit Details

Acquired by BlackRock (Aug 26, 2015)

View FutureAdvisor's full profile

FutureAdvisor got acquired by BlackRock on Aug 26, 2015 at an acquisition amount of $*****.

Click here to take a look at FutureAdvisor's acquisition in detail

FutureAdvisor has raised a total funding of $22.7M over 4 rounds. Its first funding round was on 2010. Its latest funding round was a Series B round on May 27, 2014 for $*****. 3 investors participated in its latest round. FutureAdvisor has 10 institutional investors.

Here is the list of recent funding rounds of FutureAdvisor:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 27, 2014	4856512	Series B	6633215	3488191	1405798	4661333
Aug 28, 2012	8936307	Series A	5241375	6534669	7258250	Sequoia Capital
Mar 20, 2012	8049902	Series A	9631178	4762857	1952819	Sequoia Capital

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View details of FutureAdvisor's funding rounds and investors

The founders of FutureAdvisor are Jon Xu, Clyde Law and Bo Lu.

Here are the details of FutureAdvisor's key team members:

Jon Xu: Co-Founder & CTO of FutureAdvisor. They are also an angel investor in 3 startups.
Contact Info: 1 email address
Clyde Law: Founder of FutureAdvisor.
Bo Lu: Co-Founder & CEO of FutureAdvisor.

View details of FutureAdvisor's Founder profiles and Board Members

FutureAdvisor's employee count trend

FutureAdvisor has 1 employees as of Jul 26. Here is FutureAdvisor's employee count trend over the years:

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Top competitors of FutureAdvisor include Betterment, Wealthfront and Stash. Here is the list of Top 10 competitors of FutureAdvisor, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Betterment 2010, New York City (United States), Series F	App-based automated investment and retirement planning platform	$335M	Kinnevik, Francisco Partners & 42 others	75/100
2nd	Wealthfront 2008, Palo Alto (United States), Public	Robo advisor and financial planning platform	$205M	Index Ventures, Spark Capital & 32 others	75/100
3rd	Stash 2015, New York City (United States), Acquired	Automated investment and robo-advisory platform	$747M	Goodwater Capital, Union Square Ventures ... & 22 others	74/100
4th	M1 Finance 2015, Chicago (United States), Series E	Provider of an investment and lending platform for securities	$333M	Left Lane Capital, SoftBank Vision Fund & 9 others	72/100
5th	Pogo 2020, New York City (United States), Series A	App-based platform offering rewards for multi-category products	$32M	Buckley Ventures, Flucas Ventures & 49 others	67/100
6th	Ellevest 2014, New York City (United States), Acqui-Hired	App-based automated investment platform for women	$155M	Morningstar, Rethink Impact & 48 others	67/100
7th	BrightPlan 2016, San Jose (United States), Series B	Goal-based robo advisoy platform	$48.1M	The Cynosure Group, Fremont Group & 1 others	63/100
8th	SigFig 2011, San Francisco (United States), Series E	Intelligent financial solutions and personalized advice for enterprises and individual investors	$117M	General Atlantic, Eaton Vance Management ... & 12 others	62/100
9th	Unifimoney Tech 2019, Austin (United States), Seed	App-based Robo-advisory platform for individuals	$10M	Hard Yaka, Altair Capital & 6 others	59/100
10th	Powder 2023, Los Altos (United States), Seed	Provider of generative AI co-pilot for wealth advisors	$5.5M	Y Combinator, Elefund & 10 others	59/100
22nd	FutureAdvisor 2010, San Francisco (United States), Acquired	Investment management for solutions for families	$22.7M	Sequoia Capital, Y Ventures & 8 others	40/100