FutureAdvisor Competitors and Similar CompaniesClear all

FutureAdvisor's competitors and similar companies include Personal Capital, Scalable Capital, iQuant and Axos Invest.
FutureAdvisor
FutureAdvisor
FutureAdvisor is a company developing wealth management software.
Personal Capital
Personal Capital
Personal Capital is an online investment advisory platform.
Scalable Capital
Scalable Capital
Scalable Capital operates as an investment management company.
iQuant
iQuant
iQuant is a company building rule-based investment strategies.
Axos Invest
Axos Invest
Axos Invest (formerly WiseBanyan) is a company that provides investment advisory and services.
Founding Date
Founding Date
2010
Founding Date
2009
Founding Date
2014
Founding Date
2016
Founding Date
2013
Type
Type
Subsidiary
Type
Private
Type
Private
Type
Private
Type
Private
Tags
Locations
Locations
San Francisco, US HQ
Locations
Redwood City, US HQ
Atlanta, US
Chicago, US
Dallas, US
Dallas, US
New York, US
San Francisco, US
Locations
München, DE HQ
London, GB
London, GB
Locations
Zug, CH HQ
Locations
New York, US HQ
Employees
Employees
7
Employees
1,6582% increase
Employees
7042% increase
Employees
N/A
Employees
3

Operating

Assets Under Management
Assets Under Management
$600m (Jun, 2015)
Assets Under Management
$3.4b (Dec, 2016)
Assets Under Management
N/A
Assets Under Management
N/A
Assets Under Management
$90m (Mar, 2016)
Customers
Customers
250 k (Feb, 2015)
Customers
N/A
Customers
250 k (Jun, 2021)
Customers
N/A
Customers
20 k (Jan, 2017)

Funding

Latest funding round
Latest funding round
N/A
Latest funding round
$ 50m (over 7 years ago)
Latest funding round
$ 180m (almost 5 years ago)
Latest funding round
N/A
Latest funding round
$ 6.6m (about 8 years ago)
Total funding raised
Total funding raised
$ 21.5m
Total funding raised
$ 265.3m
Total funding raised
$ 310.5m
Total funding raised
N/A
Total funding raised
$ 6.6m
For sources of this data, please see the company profile

View Company Profiles

Personal Capital
HQ
Redwood City, US
Employees
1,658↑ 2% increase

Personal Capital is an online investment advisory platform.

View company
Scalable Capital
HQ
München, DE
Employees
704↑ 2% increase

Scalable Capital operates as an investment management company.

View company
iQuant
HQ
Zug, CH

iQuant is a company building rule-based investment strategies.

View company
Axos Invest
HQ
New York, US
Employees
3

Axos Invest (formerly WiseBanyan) is a company that provides investment advisory and services.

View company