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FutureAdvisor - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about FutureAdvisor including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

FutureAdvisor company logo

Digital wealth management firm serving client households nationwide.

FutureAdvisor is an award-winning digital wealth management firm providing financial services to clients nationwide through innovative technology and tools.

HeadquartersSan Francisco, United States
Team size1-10
Founded2010

What is FutureAdvisor? - Company Overview & Details

FutureAdvisor is FutureAdvisor is an award-winning digital wealth management firm providing financial services to clients nationwide through innovative technology and tools. Founded in 2010, the company is headquartered in San Francisco, United States.

Who Founded FutureAdvisor?

FutureAdvisor was founded by Bo Lu, Jon Xu.

Who are the Key Executives at FutureAdvisor? - Leadership Team

FutureAdvisor is led by experienced executives in key positions:

Chief Executive Officer (CEO) of FutureAdvisor

Barry RitholtzCEO

Chief Technology Officer (CTO) of FutureAdvisor

Jon XuCTO

About Barry Ritholtz - CEO of FutureAdvisor

Barry Ritholtz serves as the Chief Executive Officer of FutureAdvisor, leading the company's strategic vision and operations.

FutureAdvisor Company Details & Key Information

Where is FutureAdvisor located?

FutureAdvisor is headquartered in San Francisco, United States.

How many employees does FutureAdvisor have?

FutureAdvisor has 1-10 employees.

When was FutureAdvisor founded?

FutureAdvisor was founded in 2010.

FutureAdvisor Official Website

How much funding has FutureAdvisor raised?

FutureAdvisor has raised $15.5 Million across 4 funding rounds. The most recent funding was completed on 2020-01-26.

Funding Overview

FutureAdvisor raised $15.5 million in a Series B funding round led by Canvas Venture Fund.

$15.5 Million
Total Funding Raised
4
Funding Rounds
2020-01-26
Latest Round

FutureAdvisor Funding History

Series B
2020-01-26
$15.5 Million
Series A
2012-06-01
$5 Million
Seed Round
2012-01-01
$2.5 Million
Acquisition
2015-01-01
$600 Million

Who are the key investors in FutureAdvisor?

FutureAdvisor is backed by 3 key investors including Canvas Ventures, Y Combinator, Sequoia Capital. These investors focus on Technology, Financial Services, Wealth Management sectors.

FutureAdvisor Investor Overview

3
Key Investors
3
Focus Areas
7
Notable Investments

Complete List of FutureAdvisor Investors

Canvas Ventures

A venture capital firm investing in technology companies.

Investment Focus
Technology
Financial Services
Wealth Management
Notable Portfolio Companies
FutureAdvisor
Betterment

Y Combinator

A startup accelerator and venture fund that has supported various successful startups.

Investment Focus
Technology
Financial Services
Notable Portfolio Companies
FutureAdvisor
Stripe

Sequoia Capital

A venture capital firm focused on technology and healthcare investments.

Investment Focus
Technology
Financial Services
Notable Portfolio Companies
FutureAdvisor
Apple
Google

What sectors do FutureAdvisor investors focus on?

The investors backing FutureAdvisor primarily focus on Technology, Financial Services, Wealth Management sectors.

Technology
Financial Services
Wealth Management

Featured Investor: Canvas Ventures

Canvas Ventures

A venture capital firm investing in technology companies.

Notable Investments: FutureAdvisor, Betterment

What are FutureAdvisor's future plans?

FutureAdvisor FutureAdvisor is transitioning to Ritholtz Wealth Management for enhanced services.

FutureAdvisor Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does FutureAdvisor face?

FutureAdvisor has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for FutureAdvisor

1

High customer acquisition costs

2

Thin profit margins in the robo-advisory space

What opportunities does FutureAdvisor have?

FutureAdvisor has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for FutureAdvisor

1

Expanding client base through Ritholtz

2

Utilizing advanced technology for personalized financial advice

FutureAdvisor Strategic Position Summary

Key Focus Areas

FutureAdvisor is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about FutureAdvisor?

FutureAdvisor has 2 recent news updates covering key business developments and market activities.

FutureAdvisor News Overview

2
Recent Articles
Active
Media Coverage
2023-03-07
Latest Update

What is FutureAdvisor in the news for?

FutureAdvisor is currently featured in news for Ritholtz Wealth Management LLC. acquired Futureadvisor on Mar 7th '23. and other significant business developments.

Recent News Articles About FutureAdvisor

Article 1
2023-03-07

Ritholtz Wealth Management LLC. acquired Futureadvisor on Mar 7th '23.

Ritholtz Wealth Management is acquiring FutureAdvisor from BlackRock, transitioning to provide enhanced robo-advisory services.

businessinsider.com
Read News
Article 2
2015-01-01

Blackrock acquired Futureadvisor for $3M on Jan 1st '15.

BlackRock acquired FutureAdvisor, expanding its digital advisory capabilities with this addition.

thinkadvisor.com
Read News

FutureAdvisor FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about FutureAdvisor including information about founders, CEO, funding history, investors, headquarters location, and company details. 19 frequently asked questions covering key information about the company.

FutureAdvisor Questions & Answers - Company Information

Q1

What is FutureAdvisor?

FutureAdvisor is an award-winning digital wealth management firm providing financial services to clients nationwide through innovative technology and tools.

Q2

Who founded FutureAdvisor?

FutureAdvisor was founded by Bo Lu, Jon Xu.

Q3

Who is the CEO of FutureAdvisor?

The CEO of FutureAdvisor is Barry Ritholtz.

Q4

How much funding has FutureAdvisor raised?

FutureAdvisor has raised a total of $$15.5 Million across 4 funding rounds. The most recent funding was completed on 2020-01-26.

Q5

Who are the investors in FutureAdvisor?

FutureAdvisor's key investors include Canvas Ventures, Y Combinator, Sequoia Capital.

Q6

Where is FutureAdvisor headquartered?

FutureAdvisor is headquartered in San Francisco, United States.

Q7

When was FutureAdvisor founded?

FutureAdvisor was founded in 2010.

Q8

How many employees does FutureAdvisor have?

FutureAdvisor has 1-10 employees.

Q9

What is FutureAdvisor's official website?

You can visit FutureAdvisor's official website at http://www.futureadvisor.com.

Q10

What was FutureAdvisor's latest funding round?

FutureAdvisor's latest funding round was a Series B round of $$15.5 Million completed on 2020-01-26.

Q11

Who is founder?

Bo Lu

Q12

Who is cto?

Jon Xu

Q13

What does the company do?

FutureAdvisor is a digital wealth management firm offering automated financial advice and portfolio management tools.

Q14

How much funding?

$15.5 Million

Q15

Latest funding date?

2020-01-26

Q16

Who are the investors?

Canvas Ventures Sequoia Capital Y Combinator

Q17

What are the challenges?

High customer acquisition costs Thin profit margins in the robo-advisory space

Q18

What are the opportunities?

Expanding client base through Ritholtz Utilizing advanced technology for personalized financial advice

Q19

Latest news?

Ritholtz Wealth Management is acquiring FutureAdvisor from BlackRock, transitioning to provide enhanced robo-advisory services. BlackRock acquired FutureAdvisor, expanding its digital advisory capabilities with this addition.

More Information About FutureAdvisor

For additional details about FutureAdvisor, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.