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FutureAdvisor

FutureAdvisor
2010 FOUNDED
M&A STATUS
81-90 EMPLOYEES
M&A LATEST DEAL TYPE
$152M LATEST DEAL AMOUNT
Description

Provider of an automated wealth management and financial advisory platform intended to make wealth management experience accessible to everyone. The company's platform provides personalized and data-driven recommendations to optimize 401(k)s and IRAs, enabling clients to access financial projections and personalized diversification plans for investments.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Financial Software
Other Industries
Consumer Finance
Other Financial Services
Parent Company
Primary Office
  • 505 Howard Street
  • 4th Floor
  • San Francisco, CA 94105
  • United States
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FutureAdvisor Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Merger/Acquisition 02-Sep-2015 $152M 000.00 00000 Completed Generating Revenue
4. Early Stage VC (Series B) 21-May-2014 000.00 000.00 0000 Completed Startup
3. Early Stage VC (Series A) 22-Aug-2012 00.000 00.00 000.00 Completed Startup
2. Accelerator/Incubator 01-Jan-2012 $120K Completed Startup
1. Accelerator/Incubator 03-Aug-2010 $120K $120K 00.000 Completed Startup
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FutureAdvisor Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series B 00,000,000 00.000000 00.00 00.0 00.0 00 00.0 00.000
Series A 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
To view this company’s complete Cap Table, request access »

FutureAdvisor Competitors (45)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SigFig Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
0000000 Venture Capital-Backed Charleston, SC 00 000.00 000000000 000.00
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
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FutureAdvisor Former Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Andrew Boszhardt Angel (individual) Minority 000 0000 000000 0
Caffeinated Capital Venture Capital Minority 000 0000 000000 0
Canvas Ventures Venture Capital Minority 000 0000 000000 0
Eight Roads Venture Capital Minority 000 0000 000000 0
F-Prime Capital Partners Venture Capital Minority 000 0000 000000 0
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FutureAdvisor Executive Team (15)

Name Title Board
Seat
Contact
Info
Bo Lu Co-Founder & Chief Executive Officer
Kameron Rezai Chief Operating Officer
Jon Xu Co-Founder & Chief Technology Officer
Clyde Law Principal Architect & Founding Engineer
Ephrat Bitton Ph.D Director, Algorithms

7 Former Executives

You’re viewing 5 of 15 executives. Get the full list »