Also known as: Future Advisor
The online financial management service for everyone.
Company was acquired
Event Year: 2012
Company was acquired
Event Year: 2012
FutureAdvisor was a prominent digital wealth management company headquartered in San Francisco, dedicated to providing accessible financial services to a broad range of clients across the United States. By leveraging software-driven solutions, FutureAdvisor aimed to deliver a comprehensive wealth management experience at a significantly lower cost compared to traditional financial institutions. Their primary target audience consisted of mass-affluent investors who were often underserved by conventional financial advisory services.
FutureAdvisor championed a movement within the financial services sector towards greater transparency, convenience, and inclusivity. The company sought to empower middle- and working-class families with unbiased financial advice and sophisticated portfolio management tools, previously unavailable to them, offered at no cost.
Note: This description is based on publicly available information and may not reflect the company's current operations following its acquisition.
FutureAdvisor was a prominent digital wealth management company headquartered in San Francisco, dedicated to providing accessible financial services to a broad range of clients across the United States. By leveraging software-driven solutions, FutureAdvisor aimed to deliver a comprehensive wealth management experience at a significantly lower cost compared to traditional financial institutions. Their primary target audience consisted of mass-affluent investors who were often underserved by conventional financial advisory services.
FutureAdvisor championed a movement within the financial services sector towards greater transparency, convenience, and inclusivity. The company sought to empower middle- and working-class families with unbiased financial advice and sophisticated portfolio management tools, previously unavailable to them, offered at no cost.
Note: This description is based on publicly available information and may not reflect the company's current operations following its acquisition.
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2010
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2010
Fintech
Fintech
Fintech -> Consumer Finance
Fintech -> Consumer Finance
Team size: 51
Hiring: No
Team size: 51
Hiring: No