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.
|Y Combinator, Canvas Ventures, Sequoia Capital, F-Prime Capital Partners|
|Feb, 2015||Jun, 2015|
Assets Under Management
FutureAdvisor has 32.86k Twitter Followers. The number of followers has decreased 0.3% month over month and decreased 1.4% quarter over quarter
When was FutureAdvisor founded?
FutureAdvisor was founded in 2010.
Who are FutureAdvisor key executives?
FutureAdvisor's key executives are Bo Lu, Kameron Rezai and Jon Xu.
Who are FutureAdvisor competitors?
Competitors of FutureAdvisor include Ontario Teachers' Pension Plan, DNP Select Income Fund and Bolstr.
Where is FutureAdvisor headquarters?
FutureAdvisor headquarters is located at 505 Howard St, San Francisco, San Francisco.
Where are FutureAdvisor offices?
FutureAdvisor has an office in San Francisco.
How many offices does FutureAdvisor have?
FutureAdvisor has 1 office.