FutureAdvisor
The online financial management service for everyone.
Y CombinatorSummer 2010AcquiredFintechConsumer FinanceFintech
What they do
Problem
Mass-affluent and middle-class investors lack affordable, accessible, and transparent financial advisory and wealth management services.
Solution
A software-powered digital wealth management platform that provides unbiased portfolio management and financial advice at a fraction of traditional costs.
Who it's for
Mass-affluent, middle-class, and working-class households seeking online financial management and investment advice.
Founders
Bo Lu
Founder/CEO
Current at Clipboard Health (W17) as Co-CEO. Was CEO of FutureAdvisor, acquired by BlackRock (NYSE:BLK) post Series B. Microsoft alum as a PM. University of Illinois Urbana Champaign Computer Science w/focus on Human Computer Interaction.
Company timeline
- Founded2010
- YC batchSummer 2010
- StatusAcquired
- Team size51 people
- LocationSan Francisco, CA, USA
Similar startups
Cowrywise
Digitizing wealth management in Africa
Fintual
Wealth manager
Gullak Money
Gullak automates savings & invests these in gold
Letter
Beautifully designed banking for high net-worth individuals.
Saturn
Compliance and back office workflows for Wealth Managers.
Wealor
AI-native platform for wealth managers