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FutureAdvisor
AddedMar 17, 2024
UpdatedJul 3, 2026
FutureAdvisor

FutureAdvisor

Acquired

FutureAdvisor: Online financial management for all. Award-winning, transparent, and inclusive wealth management firm.

Founded
2010
Accelerator
Y Combinator logoY CombinatorS10
Overview
Compare
Fundraising
Employees

FutureAdvisor is a digital wealth management firm based in San Francisco, offering online financial management services to mass-affluent investors underserved by traditional firms. The company leverages software to provide a transparent, convenient, and inclusive wealth management experience at less than half the cost of traditional firms.

FutureAdvisor has garnered awards for its innovative approach, significantly impacting the financial services industry by democratizing access to quality financial advice. The firm is recognized for its commitment to transparency and affordability, reshaping how financial services are delivered.

FutureAdvisor - Similar Companies

Finary.com logo

Finary.com

finary.com

SmartAsset logo

SmartAsset

smartasset.com

Savvy Wealth logo

Savvy Wealth

savvywealth.com

Wealthfront logo

Wealthfront

wealthfront.com

Farther logo

Farther

farther.com

Wealthawk logo

Wealthawk

wealthawk.com

Wealthfeed logo

Wealthfeed

wealthfeed.com

Fintual logo

Fintual

fintual.cl

Finvest logo

Finvest

getfinvest.com

Wealth I/O logo

Wealth I/O

wealth-io.com

AVENIR TECH logo

AVENIR TECH

joinavenir.com

FutureAdvisor - Quick Facts

Who are FutureAdvisor's competitors?

Companies similar to FutureAdvisor include Finary.com, SmartAsset, Savvy Wealth and Wealthfront.

When was FutureAdvisor founded?

FutureAdvisor was founded in 2010.

When was FutureAdvisor's last funding round?

FutureAdvisor's most recent funding round was for $17k (USD) in January 2010.

How much has FutureAdvisor raised to-date?

As of Jan 1, 2010, FutureAdvisor has raised a total of $17k (USD).

FutureAdvisor - Classification

Ownership
  • Equity
  • Venture Capital
Technology
  • Analytics
Geographic Exposure
  • United States
Model
  • Platform
Revenue
  • Recurring
  • SaaS
Customer
  • Consumers
Main Product
  • Financial Management
  • Wealth Management