FutureAdvisor
The online financial management service for everyone.
FutureAdvisor operates in fintech based in San Francisco, CA, USA.
Profile
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
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As a business in fintech, FutureAdvisor is listed here with the public details available about it.
The company is recorded as being based in San Francisco, CA, USA.
It is recorded at the Summer 2010 stage.
The company reports a headcount in the 51 range.
Directory analysis
FutureAdvisor is a digital wealth‑management firm headquartered in San Francisco that provides automated investment advice and portfolio‑management tools to mass‑affluent households. Using software it offers a low‑cost, transparent service that is less than half the price of traditional advisors. The company has about 51 employees and was founded in 2010.
Positioning: FutureAdvisor competes in the fintech wealth‑management market by targeting middle‑ and working‑class investors underserved by conventional advisory firms. Its technology‑driven, low‑price model positions it as a disruptive alternative to traditional wealth management services.
Note: FutureAdvisor offers free, automated investment advice to mass‑affluent households.
Auto-generated directory analysis from public data · updated 2026-10-06 02:15:52. Informational only, not investment advice.
| Sector | Fintech |
|---|---|
| Headquarters | San Francisco, CA, USA |
| Country | USA |
| Employees | 51 |
| Stage | Summer 2010 |
Website: futureadvisor.com
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