Stage: Revenue generating
Number of employees: 6-15
FutureAdvisor is a company who believes financial advice should be accessible to everyone, not just the wealthy. FutureAdvisor is designed to help people get the most out of their investment portfolios. Based on decades of academically researched investing principles and developed by Chartered Financial Analysts and mathematicians, FutureAdvisor’s web application provides people with personalized financial advice by recommending ways to reduce fees, maximize on tax efficiency and select the right investments. FutureAdvisor’s free service is available today at www.futureadvisor.com.
The founding team includes financial industry veterans, top software engineers from Microsoft and several math PhDs from top universities.
We envision a world where old school financial advisors are obsolete, except for the very wealthy. The convergence of technology, index funds and investment instruments are making this possible now. We want to empower the 99% everyday investors with information they need to manage their own investments online.