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FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional fina
FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms.
FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion.
FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs
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Previously Future Advisor
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.
Founded 2010 · Source
Source-based assessment · automated evidence rules
The source reports an inactive or acquired company; current product identity needs review.
Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.
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