Company Overview
- Headquarters
- 400 Howard St, San Francisco CA
- Website
- futureadvisor.com
- Phone
- (800) 975-7199
- Employees
- 15
- Founded in
- 2010
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$5B
Total Funding Amount
$17M
Web Visits
50,000-100,000
Who is FutureAdvisor
FutureAdvisor is a digital wealth management firm based in San Francisco, California. The company employs 15 people and generates an annual revenue of $5 million. FutureAdvisor specializes in providing accessible and affordable wealth management solutions to mass-affluent investors who are underserved by traditional financial institutions. FutureAdvisor utilizes software to deliver a wealth management experience that is both transparent and convenient. Their services are designed to cater to the needs of middle- and working-class families, offering them access to powerful financial tools previously unavailable. The company distinguishes itself through its commitment to transparency, affordability, and inclusivity in financial services. FutureAdvisor believes in making wealth management accessible to a wider range of individuals by leveraging technology to reduce costs and simplify the process. To learn more about FutureAdvisor and its services, visit their website at futureadvisor.com.
Company Leadership
FutureAdvisor Industry Tags
FutureAdvisor Tech Stack
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