We are an award-winning registered investment advisory firm serving clients nationwide from our offices in downtown San Francisco. Our team of Chartered Financial Analysts and math PhDs use software to actively monitor and manage our clients' IRA, Roth, and taxable accounts from a household-wide, long-term perspective.

We are backed by luminaries that have invested in and grown truly world-changing companies. Our angel investors include entrepreneurs and executives who have built Google, Square, Yelp, YouTube, and PayPal.

We are a group of engineers and finance geeks, passionate about technology and the ways in which it can improve lives. We are savvy investors and subscribe to academically researched portfolio management principles. We believe that long-term portfolios should be based on objective advice, diversification, tax efficiency, and low-fee index funds. We're making real investment management available to everyone.
Parent Company
San Francisco, US
FutureAdvisor was founded in 2010 and is headquartered in San Francisco, US

Key People at FutureAdvisor

Bo Lu

Bo Lu

Co-founder and CEO
Kameron Rezai

Kameron Rezai

Chief Operating Officer
Jon Xu

Jon Xu

Co-founder & CTO
Clyde Law

Clyde Law

Founding Engineer
Shahriar Hafizi

Shahriar Hafizi

Chief Compliance Officer
William Gregorian

William Gregorian

Chief Information Security Officer

FutureAdvisor Office Locations

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

FutureAdvisor Metrics

FutureAdvisor Summary

FutureAdvisor is a subsidiary of BlackRock

FutureAdvisor Operating Metrics

Feb, 2015Jun, 2015


250 k

Assets Under Management

$600 m

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