Funding Received
$21.5 Million in 4 Rounds from 6 Investors
Most Recent Funding
$15.5 Million Series B on May 21, 2014
Founded:
2010
Description:
FutureAdvisor is a registered investment advisory firm that manages a user's existing IRA, 401(k), and other investment accounts.
Founders:
Bo Lu, Jared McFarland, Clyde Law, Jon Xu
Categories:
Software, Finance
Website:
http://www.futureadvisor.com

Detailed Description

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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. They eventually realized that most of their 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.

Current Team (5)

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Funding Rounds (4) - $21.5M

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Board Members and Advisors (1)

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Investors (6)

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Offices/Locations (1)

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  • Headquarters

    580 Market Street

    San Francisco, CA 93104

    USA

Images (11)

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  • F0be943c4ed8d524e590574b0b1a5e4b

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