FutureAdvisor

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.
Type
Subsidiary
HQ
San Francisco, US
Founded
2010
Employees
71 (est)+5%

Key People at FutureAdvisor

Clyde Law

Clyde Law

Founding Engineer
Bo Lu

Bo Lu

Co-founder and CEO
Jon Xu

Jon Xu

Co-founder & CTO

FutureAdvisor Locations

San Francisco, US

FutureAdvisor Metrics

FutureAdvisor Online Presence

FutureAdvisor Company Life

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