Insights

Strong Industry Presence FutureAdvisor operates within the rapidly expanding digital wealth management sector, serving underserved middle- and working-class investors with accessible, low-cost advisory solutions. This positions the company as a prime candidate for partnerships with financial institutions looking to enhance their digital offerings.

Recent Acquisition Opportunities Having been acquired by major players such as BlackRock and Ritholtz Wealth Management, FutureAdvisor demonstrates its attractiveness to large financial firms seeking to incorporate robo-advisory technology into their portfolios, opening up potential for B2B collaboration and licensing opportunities.

Growing Investment Footprint With $16 million in funding and recent product investments, FutureAdvisor is positioned for growth and innovation. Financial service providers can explore integration or joint development projects to leverage its technology for expanding digital advice services.

Technology Innovation Employing a robust tech stack including MongoDB, Scala, Python, and integration with financial infrastructure, FutureAdvisor offers scalable and sophisticated portfolio management tools suitable for enhancing digital advisory platforms of established financial institutions.

Market Expansion Potential FutureAdvisor's focus on transparency, accessibility, and inclusion aligns with current market trends favoring digital-first financial services. This presents an opportunity for sales teams to target companies seeking to penetrate or expand within the robo-advisory and digital wealth space.

FutureAdvisor Tech Stack

FutureAdvisor uses 8 technology products and services including Kubernetes, MySQL, MongoDB, and more. Explore FutureAdvisor's tech stack below.

  • Kubernetes
    Containerization
  • MySQL
    Database
  • MongoDB
    Database
  • AngularJS
    Javascript Frameworks
  • Angular
    Javascript Frameworks
  • Java
    Programming Languages
  • HTML
    Programming Languages
  • New Relic
    Real User Monitoring

Media & News

FutureAdvisor's Email Address Formats

FutureAdvisor uses at least 1 format(s):
FutureAdvisor 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

What is FutureAdvisor's phone number?

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You can contact FutureAdvisor'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's stock symbol?

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FutureAdvisor is a publicly traded company; the company's stock symbol is N/A.

What is FutureAdvisor's official website and social media links?

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FutureAdvisor's official website is futureadvisor.com and has social profiles on LinkedInCrunchbase.

What is FutureAdvisor's SIC code NAICS code?

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

How many employees does FutureAdvisor have currently?

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As of December 2025, FutureAdvisor has approximately 51 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's employee directory with LeadIQ.

What industry does FutureAdvisor belong to?

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FutureAdvisor operates in the Financial Services industry.

What technology does FutureAdvisor use?

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FutureAdvisor's tech stack includes KubernetesMySQLMongoDBAngularJSAngularJavaHTMLNew Relic.

What is FutureAdvisor's email format?

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

How much funding has FutureAdvisor raised to date?

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As of December 2025, FutureAdvisor has raised $16M in funding. The last funding round occurred on May 01, 2014 for $16M.

When was FutureAdvisor founded?

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FutureAdvisor was founded in 2010.

FutureAdvisor

Financial ServicesCalifornia, United States51-200 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

Phone number
SIC Code
6321 - Accident and Health Insurance
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $16M

    FutureAdvisor 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's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $16M

    FutureAdvisor 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's revenue is estimated to be in the range of $1M$10M

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