FutureAdvisor - About the company
FutureAdvisor is an acquired company based in San Francisco (United States), founded in 2010 by Jon Xu, Clyde Law and Bo Lu. It operates as an Investment management for solutions for families. FutureAdvisor has raised $22.7M in funding from Canvas Ventures, with last known valuation of $*****. The company has 126 active competitors, including 36 funded and 9 that have exited. Its top competitors include companies like Betterment, M1 and Stash.
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
- Social
Key Metrics
Founded Year
2010
Location
San Francisco, United States
Stage
Acquired
Total Funding
$22.7M in 4 rounds
Latest Funding Round
Last Known Valuation
$***** as on Aug 26, 2015
Investors
Ranked
20th among 126 active competitors
Employee Count
1 as on May 31, 2026
Similar Companies
Exit Details
Acquired by BlackRock (Aug 26, 2015)
FutureAdvisor's acquisition details
Click here to take a look at FutureAdvisor's acquisition in detail
Sign up to download FutureAdvisor's company profile
FutureAdvisor's funding and investors
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:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
May 27, 2014 | 6972585 | Series B | 7028483 | 7282585 | 4197793 | 9316077 |
Aug 28, 2012 | 4194901 | Series A | 5700179 | 9218043 | 6172673 | |
Mar 20, 2012 | 2181671 | Series A | 3030947 | 7729609 | 6452722 |
Access funding benchmarks and valuations. Sign up today!View details of FutureAdvisor's funding rounds and investors
FutureAdvisor's founders and board of directors
Founder? Claim ProfileHere 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.
- 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 May 26. Here is FutureAdvisor's employee count trend over the years:
Uncover FutureAdvisor's growth story! Sign up today!
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
FutureAdvisor's Competitors and alternates
Top competitors of FutureAdvisor include Betterment, M1 and Stash. Here is the list of Top 10 competitors of FutureAdvisor, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
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 | 80/100 | |
2nd |  M1 2015, Chicago (United States), Series E | Provider of an investment and lending platform for securities | $333M | 72/100 | |
3rd |  Stash 2015, New York City (United States), Series H | Automated investment and robo-advisory platform | $747M | 72/100 | |
4th |  Wealthfront 2008, Palo Alto (United States), Public | Robo advisor and financial planning platform | $205M | 71/100 | |
5th | SigFig 2011, San Francisco (United States), Series E | Intelligent financial solutions and personalized advice for enterprises and individual investors | $117M | 63/100 | |
6th | BrightPlan 2016, San Jose (United States), Series B | Goal-based robo advisoy platform | $48.1M | 63/100 | |
7th | Ellevest 2014, New York City (United States), Acqui-Hired | App-based automated investment platform for women | $155M | 61/100 | |
8th |  Unifimoney 2019, Mill Valley (United States), Seed | App-based Robo-advisory platform for individuals | $10M | 59/100 | |
9th |  Powder 2023, Los Altos (United States), Seed | Provider of generative AI co-pilot for wealth advisors | $5.5M | 59/100 | |
10th | Plenty 2022, San Francisco (United States), Acquired | AI-driven robo advisory platform for couples | $7.75M | 58/100 | |
20th | FutureAdvisor 2010, San Francisco (United States), Acquired | Investment management for solutions for families | $22.7M | 40/100 |
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on FutureAdvisor's competitors? Click here to see the top ones
FutureAdvisor's Investments and acquisitions
FutureAdvisor has made no investments or acquisitions yet.
Reports related to FutureAdvisor
Here is the latest report on FutureAdvisor's sector:
News related to FutureAdvisor
•
•
•
•
FutureAdvisor | Kapor Capital Kapor Capital•FutureAdvisor, Y Combinator, Kapor Capital, Great Oaks Venture Capital and 1 other
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about FutureAdvisor
Explore our recently published companies
- DRPU Software - Ghaziabad based, 2008 founded, Public company
- Independent School District 625 - United States based, Funding Raised company
- Scioto Valley Solar One - Funding Raised company
- Beacon Display - Sutton Coldfield based, 1976 founded, Unfunded company
- Lonsen Kiri Chemical Industries - Vadodara based, 2008 founded, Unfunded company
- Pltindustries - Delhi based, 1995 founded, Unfunded company
