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FutureAdvisor

FutureAdvisor

FutureAdvisor Summary

Company summary

Overview
FutureAdvisor is a company developing wealth management software. It offers to It applies a modern portfolio theory, Black-Litterman model, and other algorithms to manage investments passively and create a balanced portfolio. The company manages assets directly across both brokerage and individual retirement accounts.
Type
Subsidiary
Founded
2010
HQ
San Francisco, CA, US | view all locations
Cybersecurity rating
Sectors

Key people

  • Bo Lu
  • Kameron Rezai
  • Jon Xu
  • Shahriar Hafizi

    Shahriar Hafizi, Chief Compliance Officer

    Operating MetricsView all

    Customers

    250K

    Feb, 2015

    Assets Under Management

    $600M

    Jun, 2015

    LocationsView all

    1 location detected

    • San Francisco, CA HQ

      United States

      400 Howard St, San Francisco

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