FutureadvisorCompany Details

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Country:
State:
City:
United States
California
San Francisco
Industry:Software
Detailed industries:software
Company description

We are an award winning registered investment advisory firm serving clients nationwide from our offices in downtown San Francisco. Our team of Chartered Financial Analysts and Math PhDs use software to actively monitor and manage our clients' existing 401(k), IRA, and taxable accounts from a household-wide, long-term perspective.

 

Funding history

DateDeal sizeInvestors 
May 21st, 2014$15,500,000Canvas, Sequoia Capital, Y CombinatorView Deal
August 22nd, 2012$5,000,000Sequoia CapitalView Deal
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Key people
Warren HogarthMember, Board of Directors
Clyde LawFounding Engineer
Bo LuCo-founder and CEO
Rebecca LynnBoard Member
Jared McfarlandFounding Engineer
Jon XuCo-Founder & CTO
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