Location: 122 S JACKSON ST STE 320, Seattle, Washington, United States United States
Founded in: 2010
Stage: Revenue generating
Number of employees: 6-15
Funding history:
- Date: 03/2012, Seed: undisclosed amount
- Date: 01/2010, Seed: undisclosed amount
Short URL:
Followers (3)


Seattle, Washington, United States United States
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Company description

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  

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.

  • Bo Lu
    Bo Lu | Team member
    Co-founder and CEO of FutureAdvisor. FutureAdvisor is a web application that helps improve investment portfolios across all accounts including 401(k)s. CS at University of Illinois Urbana-Champaign.
  • Jon Xu
    Jon Xu | Team member
    Hacker & Product Designer. Co-Founder at FutureAdvisor.
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