FutureAdvisor is a digital investment manager.  Like other robo-advisors, FutureAdvisor automates portfolio management with software that adjusts for investors' age and risk appetite. Robo-advisors apply modern portfolio theory, the Black-Litterman model and other algorithms to manage investments passively, much like a traditional financial adviser. They adjust asset allocation according to notions of a "balanced" portfolio, rather than pursuing "active" strategies like market timing, stock picking, and value investing. FutureAdvisor manages assets directly across multiple Fidelity Investments or TDAmeritrade brokerage accounts and IRAs.

Type
Subsidiary
Parent Company
BlackRock
HQ
San Francisco, US
Founded
2010
FutureAdvisor was founded in 2010 and is headquartered in San Francisco, US
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Key People/Management at FutureAdvisor

Bo Lu

Bo Lu

Co-Founder and CEO
Kameron Rezai

Kameron Rezai

COO
Jon Xu

Jon Xu

Co-Founder & CTO
Shahriar Hafizi

Shahriar Hafizi

Chief Compliance Officer
William Gregorian

William Gregorian

Chief Information Security Officer
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FutureAdvisor Office Locations

FutureAdvisor has an office in San Francisco
San Francisco, US (HQ)
505 Howard St
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FutureAdvisor Financials and Metrics

Summary Metrics

Founding Date

2010

Total Funding

$21.5 m

Investors

In total, FutureAdvisor had raised $21.5 m. FutureAdvisor is a subsidiary of BlackRock

FutureAdvisor Operating Metrics

Feb, 2015Jun, 2015

Assets Under Management

$600 m

Customers

250 k
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FutureAdvisor Online and Social Media Presence

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FutureAdvisor News and Updates

Moneyfarm Review 2018: Fees, Returns, Investing Services & Competitors

Robo advisors are increasingly growing in popularity, and these automated services are threatening to take huge amounts of business away from traditional financial advisors. Multiple different segments of the investing public have already taken advantage of robo advisors for a variety of reasons. Ma…

FutureAdvisor Review 2018: Fees, Returns, Investing Services & Competitors

Robo advisors are increasingly growing in popularity, and these automated services are threatening to take huge amounts of business away from traditional financial advisors. Multiple different segments of the investing public have already taken advantage of robo advisors for a variety of reasons. Ma…
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FutureAdvisor Company Life and Culture

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