Insights

Acquisition Potential FutureAdvisor has been previously acquired by prominent companies like BlackRock and Ritholtz Wealth Management, indicating a potential interest from larger firms in similar partnerships or acquisitions.

Industry Partnerships Strategic partnerships with industry players such as U.S. Bank, U.S. Bancorp, and RBC have been established, suggesting opportunities for collaboration and joint ventures within the financial services sector.

Investment Interest Canvas Ventures made a significant investment in FutureAdvisor, signaling that venture capital firms are interested in backing innovative financial technology companies, presenting a chance for further funding rounds.

Market Validation The acquisition deals and partnerships with reputable institutions like BlackRock reaffirm FutureAdvisor's credibility and market position, potentially attracting new clients seeking trusted wealth management solutions.

Competitive Landscape Comparison with similar companies like Betterment and Wealthfront in terms of revenue and employee size offers insights into the competitive landscape and potential market share FutureAdvisor can target.

FutureAdvisor Tech Stack

FutureAdvisor uses 8 technology products and services including Docker, Salesforce, MySQL, and more. Explore FutureAdvisor's tech stack below.

  • Docker
    Containerization
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • Angular
    Javascript Frameworks
  • React
    Javascript Frameworks
  • JavaScript
    Programming Languages
  • Ruby
    Programming Languages
  • New Relic
    Real User Monitoring

Media & News

FutureAdvisor's Email Address Formats

FutureAdvisor uses at least 1 format(s):
FutureAdvisor Email FormatsExamplePercentage
first.last@futureadvisor.comJohn.Doe@futureadvisor.com
47%
first@futureadvisor.comJohn@futureadvisor.com
3%
first.last@futureadvisor.comJohn.Doe@futureadvisor.com
47%
first@futureadvisor.comJohn@futureadvisor.com
3%

Frequently Asked Questions

Where is FutureAdvisor's headquarters located?

Minus sign iconPlus sign icon
FutureAdvisor's main headquarters is located at 400 Howard St San Francisco, California 94105 US. The company has employees across 5 continents, including North AmericaEuropeSouth America.

What is FutureAdvisor's phone number?

Minus sign iconPlus sign icon
You can contact FutureAdvisor's main corporate office by phone at +1-206-973-7407. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FutureAdvisor's stock symbol?

Minus sign iconPlus sign icon
FutureAdvisor is a publicly traded company; the company's stock symbol is N/A.

What is FutureAdvisor's official website and social media links?

Minus sign iconPlus sign icon
FutureAdvisor's official website is futureadvisor.com and has social profiles on LinkedIn.

How much revenue does FutureAdvisor generate?

Minus sign iconPlus sign icon
As of April 2024, FutureAdvisor's annual revenue reached $15M.

What is FutureAdvisor's SIC code NAICS code?

Minus sign iconPlus sign icon
FutureAdvisor's SIC code is 6321 - Accident and Health Insurance NAICS code is 52 - Finance and Insurance.

How many employees does FutureAdvisor have currently?

Minus sign iconPlus sign icon
As of April 2024, FutureAdvisor has approximately 8 employees across 5 continents, including North AmericaEuropeSouth America. Key team members include Head Of Engineering: B. W.Co-Founder & CEO: B. L.Cofounder: J. X.. Explore FutureAdvisor's employee directory with LeadIQ.

What industry does FutureAdvisor belong to?

Minus sign iconPlus sign icon
FutureAdvisor operates in the Financial Services industry.

What technology does FutureAdvisor use?

Minus sign iconPlus sign icon
FutureAdvisor's tech stack includes DockerSalesforceMySQLAngularReactJavaScriptRubyNew Relic.

What is FutureAdvisor's email format?

Minus sign iconPlus sign icon
FutureAdvisor's email format typically follows the pattern of . Find more FutureAdvisor email formats with LeadIQ.

How much funding has FutureAdvisor raised to date?

Minus sign iconPlus sign icon
As of April 2024, FutureAdvisor has raised $16M in funding. The last funding round occurred on May 21, 2014.

When was FutureAdvisor founded?

Minus sign iconPlus sign icon
FutureAdvisor was founded in 2010.
FutureAdvisor

FutureAdvisor

Financial ServicesCalifornia, United States51-200 Employees

FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms.  

FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion.

FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs

Social Media Community Policy: 

Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others'​ experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.

Section iconCompany Overview

Headquarters
400 Howard St San Francisco, California 94105 US
Phone number
+1-206-973-7407
SIC Code
6321 - Accident and Health Insurance
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $16M

    FutureAdvisor has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on May 21, 2014.

  • $10M$50M

    FutureAdvisor's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $16M

    FutureAdvisor has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on May 21, 2014.

  • $10M$50M

    FutureAdvisor's revenue is in the range of $10M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.