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.

Parent Company
San Francisco, US
FutureAdvisor was founded in 2010 and is headquartered in San Francisco, US

Key People/Management at FutureAdvisor

Bo Lu

Bo Lu

Co-founder and CEO
Kameron Rezai

Kameron Rezai

Chief Operating Officer
Jon Xu

Jon Xu

Co-founder & CTO
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 Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$21.5 m


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

FutureAdvisor Operating Metrics

Feb, 2015Jun, 2015


250 k

Assets Under Management

$600 m
Show all operating metrics

FutureAdvisor's Web-traffic and Trends

FutureAdvisor Online and Social Media Presence

FutureAdvisor Company Life and Culture

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