Insights

Expanding Market Reach FutureAdvisor specializes in serving mass-affluent and underserved middle- and working-class families, presenting an opportunity to partner with financial institutions aiming to expand their digital wealth management offerings to a broader demographic.

Strategic Partnerships The company's history of collaborations with U.S. Bank, RBC, and recent acquisition by Ritholtz Wealth Management indicates a strong interest from traditional financial players in integrating advanced robo-advisory solutions, opening avenues for B2B platforms seeking to enhance their digital advice services.

Growth and Funding With a funding of sixteen million dollars and revenue estimates up to ten million dollars, FutureAdvisor is positioned as an emerging player with substantial growth potential, making it an attractive prospect for investors or companies looking to acquire innovative fintech solutions.

Technology Leverage Using a modern tech stack including Kubernetes, MySQL, MongoDB, Angular, and Java, FutureAdvisor offers scalable, high-performance portfolio management tools, creating opportunities for tech firms interested in licensing or customizing advanced wealth management software.

Market Trends As the industry shifts towards transparency, affordability, and financial inclusion, FutureAdvisor's mission aligns with firms aiming to capitalize on increasing demand for accessible automated investment solutions, presenting excellent cross-selling or partnership opportunities.

FutureAdvisor - Investment Management for Everyone Tech Stack

FutureAdvisor - Investment Management for Everyone uses 8 technology products and services including MongoDB, Webpack, SAML, and more. Explore FutureAdvisor - Investment Management for Everyone's tech stack below.

  • MongoDB
    Database
  • Webpack
    Development
  • SAML
    Identity And Access Management
  • Python
    Programming Languages
  • Scala
    Programming Languages
  • New Relic
    Real User Monitoring
  • reCAPTCHA
    Security
  • Sybase
    Storage

Media & News

FutureAdvisor - Investment Management for Everyone's Email Address Formats

FutureAdvisor - Investment Management for Everyone uses at least 1 format(s):
FutureAdvisor - Investment Management for Everyone Email FormatsExamplePercentage
First.Last@futureadvisor.comJohn.Doe@futureadvisor.com
47%
First@futureadvisor.comJohn@futureadvisor.com
3%
First.Last@futureadvisor.comJohn.Doe@futureadvisor.com
47%
First@futureadvisor.comJohn@futureadvisor.com
3%

Frequently Asked Questions

Where is FutureAdvisor - Investment Management for Everyone's headquarters located?

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FutureAdvisor - Investment Management for Everyone's main headquarters is located at 400 Howard Street San Francisco, California 94105 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is FutureAdvisor - Investment Management for Everyone's phone number?

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You can contact FutureAdvisor - Investment Management for Everyone's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FutureAdvisor - Investment Management for Everyone's stock symbol?

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FutureAdvisor - Investment Management for Everyone is a publicly traded company; the company's stock symbol is N/A.

What is FutureAdvisor - Investment Management for Everyone's official website and social media links?

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FutureAdvisor - Investment Management for Everyone's official website is futureadvisor.com and has social profiles on LinkedInCrunchbase.

What is FutureAdvisor - Investment Management for Everyone's SIC code NAICS code?

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FutureAdvisor - Investment Management for Everyone's SIC code is 6321 - Accident and Health Insurance NAICS code is 52 - Finance and Insurance.

How many employees does FutureAdvisor - Investment Management for Everyone have currently?

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As of February 2026, FutureAdvisor - Investment Management for Everyone has approximately 6 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Director Of Engineering: J. G.Front-End Developer Specializing In Reactjs: N. R.: H. T.. Explore FutureAdvisor - Investment Management for Everyone's employee directory with LeadIQ.

What industry does FutureAdvisor - Investment Management for Everyone belong to?

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FutureAdvisor - Investment Management for Everyone operates in the Financial Services industry.

What technology does FutureAdvisor - Investment Management for Everyone use?

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FutureAdvisor - Investment Management for Everyone's tech stack includes MongoDBWebpackSAMLPythonScalaNew RelicreCAPTCHASybase.

What is FutureAdvisor - Investment Management for Everyone's email format?

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FutureAdvisor - Investment Management for Everyone's email format typically follows the pattern of First.Last@futureadvisor.com. Find more FutureAdvisor - Investment Management for Everyone email formats with LeadIQ.

How much funding has FutureAdvisor - Investment Management for Everyone raised to date?

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As of February 2026, FutureAdvisor - Investment Management for Everyone has raised $16M in funding. The last funding round occurred on May 01, 2014 for $16M.

When was FutureAdvisor - Investment Management for Everyone founded?

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FutureAdvisor - Investment Management for Everyone was founded in 2010.

FutureAdvisor - Investment Management for Everyone

Financial ServicesCalifornia, United States2-10 Employees

FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms.  

FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion.

FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs

Social Media Community Policy: 

Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others' experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.

Section iconCompany Overview

Headquarters
400 Howard Street San Francisco, California 94105 United States
Phone number
SIC Code
6321 - Accident and Health Insurance
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $16M

    FutureAdvisor - Investment Management for Everyone has raised a total of $16M of funding over 1 rounds. Their latest funding round was raised on May 01, 2014 in the amount of $16Mas a series B.

  • $1M$10M

    FutureAdvisor - Investment Management for Everyone's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $16M

    FutureAdvisor - Investment Management for Everyone has raised a total of $16M of funding over 1 rounds. Their latest funding round was raised on May 01, 2014 in the amount of $16Mas a series B.

  • $1M$10M

    FutureAdvisor - Investment Management for Everyone's revenue is estimated to be in the range of $1M$10M

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