Fundraising Fox

FutureAdvisor

acquired by BlackRockYC S10YC Top Company

San Francisco, US · Founded 2010 · 51 employees · 5 known investors

futureadvisor.com ↗

FutureAdvisor provides digital wealth management services to middle- and upper-middle-income households, offering automated portfolio management and financial advice at lower costs than traditional advisory firms.

Also known as Future Advisor

FintechUnited States of AmericaAmerica / Canada

Founders & leadership· Y Combinator alumni (S10)

FutureAdvisor was founded in 2010 by Bo Lu.

BLBo Lu
Bo Luin𝕏Founder/CEOBo Lu is co-CEO at Clipboard Health. Previously, he served as CEO of FutureAdvisor, which was acquired by BlackRock following Series B funding. He worked as a product manager at Microsoft and holds a computer science degree from the University of Illinois Urbana-Champaign with a focus on human-computer interaction.

Investors · 5

Canvas VenturesCampbell · $5M – $20M
F-Prime CapitalCambridge · $3M – $10Mvia David Jegen · led
Kapor CapitalOakland · $100K – $1M
Y CombinatorSan Francisco · $500K
Sequoia Capitalreported · 3 sourcesMenlo Park · $4.4M – $214M

In the news

FutureAdvisor review - unbiased.comunbiased.com · Jul 2026BlackRock Acquires Sequoia-Backed FutureAdvisor • TechCrunchtechcrunch.com · Aug 2015FutureAdvisor - F-Prime Capitalfprimecapital.com · Feb 2015FutureAdvisor Raises More than $15 Million; Seeks to Grow Team - Finovatefinovate.com · May 2014Printable Investing Checklist (FutureAdvisor(S2010) via LifeHacker)lifehacker.com · Apr 2013FutureAdvisor (YC S10) raises $5M Series A, led by Sequoiaxconomy.com · Aug 2012FutureAdvisor (YC S10) raises $5M from Sequoia, now analyzing $4B in assetstechcrunch.com · Aug 2012FutureAdvisor Raises $5 Million, Launches 401(k) Fee Analyzer Tool - Finovatefinovate.com · Aug 2012

Frequently asked questions

What does FutureAdvisor do?
FutureAdvisor provides digital wealth management services to middle- and upper-middle-income households, offering automated portfolio management and financial advice at lower costs than traditional advisory firms.
Who founded FutureAdvisor?
FutureAdvisor was founded by Bo Lu in 2010.
Who are FutureAdvisor's investors?
FutureAdvisor's investors include Canvas Ventures, F-Prime Capital, Kapor Capital, Y Combinator, Sequoia Capital.
Who acquired FutureAdvisor?
FutureAdvisor was acquired by BlackRock.
Where is FutureAdvisor headquartered?
FutureAdvisor is headquartered in San Francisco, US.