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Insights

BlackRock Acquisition FutureAdvisor was acquired by BlackRock for $600M in 2015, showing potential for new partnership opportunities with BlackRock's network and client base.

Ritholtz Wealth Management Partnership The recent acquisition of FutureAdvisor by Ritholtz Wealth Management presents a chance to explore collaborations and cross-selling opportunities within the Ritholtz client portfolio.

U.S. Bank Partnership U.S. Bank partnered with FutureAdvisor in 2016, indicating possible avenues to leverage this relationship for expanding services to U.S. Bank's customer base.

Canvas Ventures Investment Canvas Ventures invested $15.5M in FutureAdvisor in 2020, suggesting an increased financial capacity for potential growth and innovation to attract new clients.

RBC Partnership FutureAdvisor's partnership with RBC offers opportunities for strategic collaborations and co-marketing efforts to tap into RBC's clientele for business expansion.

Similar companies to FutureAdvisor

FutureAdvisor Tech Stack

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

  • Docker
    Containerization
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • Angular
    Javascript Frameworks
  • React
    Javascript Frameworks
  • JavaScript
    Programming Languages
  • Ruby
    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

Where is FutureAdvisor's headquarters located?

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FutureAdvisor's main headquarters is located at 400 Howard St San Francisco, California 94105 US. The company has employees across 4 continents, including North AmericaEuropeAsia.

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 LinkedIn.

How much revenue does FutureAdvisor generate?

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As of September 2024, FutureAdvisor's annual revenue reached $15M.

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 September 2024, FutureAdvisor has approximately 51 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Head Of Engineering: B. W.Co-Founder & CEO: B. L.Director Of Business Development: J. M.. 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 DockerSalesforceMySQLAngularReactJavaScriptRubyNew Relic.

What is FutureAdvisor's email format?

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FutureAdvisor's email format typically follows the pattern of . Find more FutureAdvisor email formats with LeadIQ.

How much funding has FutureAdvisor raised to date?

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As of September 2024, FutureAdvisor has raised $16M in funding. The last funding round occurred on May 21, 2014 for $16M.

When was FutureAdvisor founded?

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FutureAdvisor was founded in 2010.
FutureAdvisor

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

Headquarters
400 Howard St San Francisco, California 94105 US
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 4 rounds. Their latest funding round was raised on May 21, 2014 in the amount of $16M.

  • $10M$50M

    FutureAdvisor's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $16M

    FutureAdvisor has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on May 21, 2014 in the amount of $16M.

  • $10M$50M

    FutureAdvisor's revenue is in the range of $10M$50M

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