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General Information

Websitefutureadvisor.com
Blogblog.futureadviso...
Twitter@futureadvisor
CategoryFinance/Venture
Phone206-973-7407
Emailadvisors@futuread...
Employees
Founded2010
DescriptionUnbiased Personalized Investment Advice

Offices

Headquarters
500 3rd St.
Suite 525
San Francisco, CA, 94107
USA

People

Member, Board of Directors

Funding

TOTAL $5M
FUNDING TOTAL $5M
Seed, 1/2010
Y Combinator
Raymond Tonsing
Venture Round, 3/2012
Series A, 8/2012
Sequoia Capital
$5M

Tags

FutureAdvisor

FutureAdvisor was founded in 2010 on the premise that investing for your future does not have to be difficult or expensive. Members of the founding finance team have been actively investing and worked in finance for years, and so have always been the ones friends asked for advice. We eventually realized that most of our friends were asking the same questions (how should I allocate my money?), making some of the same mistakes (buying high-fee funds), and that the best way for us to help everyone was implement the wisdom of index investing in software.

History has shown that most professional mutual fund managers cannot match the long-term performance of index funds, much less beat them. In addition, many funds charge high fees and generate massive turnover, such that the average fund under performs the S&P 500 Index by 3% per year. Yet less than 1/5th of investors’ portfolios are in index funds because many don’t know where to start or how to manage it over time: we’re here to help. If you agree luminaries such as Jack Bogle, founder of Vanguard, or David Swensen, head of the Yale Endowment, that low-cost index investing is the key, then FutureAdvisor is for you.

Recent Milestones

Videos

Above:

FutureAdvisor demoing at FinovateSpring 2012

Added: 3/14/14
Above:

FutureAdvisor demoing at FinovateFall 2013

Added: 3/14/14

Screenshots

FutureAdvisor screenshot
Above: FutureAdvisor homepage
Uploaded: 8/4/10
FutureAdvisor screenshot FutureAdvisor screenshot FutureAdvisor screenshot
FutureAdvisor screenshot FutureAdvisor screenshot FutureAdvisor screenshot
FutureAdvisor screenshot FutureAdvisor screenshot FutureAdvisor screenshot
FutureAdvisor screenshot

Sources

  1. techcrunch.com [edit]
  2. FutureAdvisor Raises Funding From Sequoia To Bring Financial And Investment Advice To The Masses (techcrunch.com) [edit]
  3. With $4 Billion In Assets Under Wraps, FutureAdvisor Raises Another $5 Million From Sequoia Capital (techcrunch.com) [edit]
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Last Edited 3/14/14

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