What Does FutureAdvisor Do?

Total employees7
HeadquartersSan Francisco
Founded2010

FutureAdvisor was a pioneer in the robo-advisor industry, offering automated investment management services to individual investors. Founded in 2010, it aimed to make personalized financial advice accessible through technology. In 2015, FutureAdvisor was acquired by BlackRock, the world's largest asset manager. Its technology and expertise were subsequently integrated into BlackRock's Aladdin Wealth platform, enhancing BlackRock's digital wealth capabilities for financial institutions and advisors. While the original direct-to-consumer FutureAdvisor service was eventually wound down for new clients and existing ones transitioned, its legacy continues through its contribution to BlackRock's broader fintech solutions.

Where Is FutureAdvisor's Headquarters?

HQ Function

Served as the central hub for product development, software engineering, investment algorithm creation, and client support operations for its digital advisory platform before its acquisition by BlackRock.

Notable Features:

Likely featured an open-office layout common in tech startups, designed to foster collaboration and innovation. Specific architectural details of its leased office spaces are not widely publicized.

Work Culture:

Characterized by a fast-paced, innovative, and mission-driven startup environment, focusing on leveraging technology to democratize financial advice. Emphasis on engineering excellence and customer-centric solutions.

HQ Significance:

The San Francisco HQ was pivotal in establishing FutureAdvisor as an early leader in the robo-advisory space, developing the core technology that attracted BlackRock's acquisition and contributed to the evolution of digital wealth management.

Values Reflected in HQ: Innovation in financial technology, accessibility of investment advice, data-driven decision-making, and a client-first approach were central to its operations.

Location:

Prior to its acquisition by BlackRock, FutureAdvisor's services were primarily focused on the U.S. market, providing digital investment advice to American consumers. Post-acquisition, its technology has been integrated into BlackRock's Aladdin Wealth platform, which supports financial institutions and advisors globally, thereby extending the reach of its foundational technology indirectly to a global audience through BlackRock's extensive network.

Street Address:

Pier 1, The Embarcadero, Suite 100 (Historical)

City:

San Francisco

State/Province:

CA

Country:

USA

Where Else Does FutureAdvisor Operate Around the World?

San Francisco, CA, USA (Primary and main operational site)

Address: Historically operated from locations like Pier 1, The Embarcadero.

Served as the main operational hub for the company's US-focused digital advisory services and product innovation.

Buying Intent Signals for FutureAdvisor

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading FutureAdvisor? Meet the Executive Team

As of April 2025, FutureAdvisor' leadership includes:

Bo Lu - Co-founder & CEO (Pre-Acquisition)
Jon Xu - Co-founder & CTO (Pre-Acquisition)

Who's Investing in FutureAdvisor?

FutureAdvisor has been backed by several prominent investors over the years, including:

Sequoia Capital
Canvas Ventures (formerly Morgenthaler Ventures)
Y Combinator
Devonshire Investors

What Leadership Changes Has FutureAdvisor Seen Recently?

Hire0
Exits0

As FutureAdvisor was integrated into BlackRock following its 2015 acquisition, and its standalone brand operations were eventually wound down, there have been no specific 'FutureAdvisor' executive hires or exits in the last 12 months. Relevant leadership changes would occur within BlackRock's broader structure, particularly within its wealth technology divisions.

What Technology (Tech Stack) Is Used byFutureAdvisor?

Discover the tools FutureAdvisor uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

FutureAdvisor Email Formats and Examples

Historically, FutureAdvisor likely used common corporate email structures such as [first].[last]@futureadvisor.com or [first_initial][last]@futureadvisor.com. However, since its acquisition by BlackRock and the subsequent integration and redirection of its domain, email addresses using '@futureadvisor.com' are unlikely to be actively monitored or functional for reaching original team members in their former capacity.

[first].[last]@futureadvisor.com or [first_initial][last]@futureadvisor.com (historical)

Format

jane.doe@futureadvisor.com or jdoe@futureadvisor.com

Example

5%

Success rate

What's the Latest News About FutureAdvisor?

RIABizMarch 17, 2023

FutureAdvisor's direct-to-consumer robo-advisor service shutdown finalized by BlackRock

BlackRock finalized the shutdown of FutureAdvisor's original direct-to-consumer robo-advisor service, transitioning remaining accounts. The move completed the integration of FutureAdvisor's technology primarily into BlackRock's B2B offerings for financial institutions....more

BlackRock NewsroomAugust 26, 2015

BlackRock to Acquire FutureAdvisor

BlackRock, Inc. announced its agreement to acquire FutureAdvisor, a leading digital wealth management platform. The acquisition aimed to enhance BlackRock's technology-enabled advice capabilities for financial institutions and advisors....more

TechCrunchApril 29, 2014

FutureAdvisor Raises $15.5 Million Series B Led By Sequoia To Grow Its Automated Investment Service

FutureAdvisor, a Y Combinator-backed startup offering automated investment management, announced a $15.5 million Series B funding round led by Sequoia Capital. The funding was aimed at expanding its engineering team and marketing efforts to reach more consumers seeking accessible financial advice....more

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