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FutureAdvisor

acquired by BlackRockYC S10YC Top Company

San Francisco, US · Founded 2010 · 51 employees · 10 known investors

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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 Xulu, Inc · Xulu, Inc. · Future Advisor

FintechUnited States of AmericaAmerica / Canada

Founders & leadership· Y Combinator alumni (S10)

FutureAdvisor was founded in 2010 by Bo Lu.

BLBo Lu
Bo LuCEOBo 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.
CNChris Nicholson
Chris NicholsonHead of Communications \u0026 Recruiting2013–2015Investor at PageOne Lab, Inc.
JXJon Xu
Jon XuPresident2010–2019General Partner at Y Combinator

Investors · 10

Canvas Ventureslisted by Canvas VenturesPortola Valley · $5M – $20M

How we know: Canvas Ventures's portfolio page · Y Combinator's founder network · Not right? Tell us

F-Prime Capitallisted by F-Prime CapitalCambridge · $3M – $10Mvia David Jegen · led

How we know: F-Prime Capital's portfolio page · Not right? Tell us

Great Oaks Venture Capitallisted by Great Oaks Venture CapitalNew York · $50K – $500K

How we know: Great Oaks Venture Capital's portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us

Kapor Capitallisted by Kapor CapitalOakland · $100K – $1M

How we know: Kapor Capital's portfolio page · Y Combinator's founder network · Not right? Tell us

Y Combinatorlisted by Y CombinatorSan Francisco · $500K

How we know: the Y Combinator directory · open dataset · 5k.vc investor directory · Not right? Tell us

Agrolimen Venturesreported

How we know: Y Combinator's founder network · Not right? Tell us

Devonshire Investorsreported

How we know: Y Combinator's founder network · Not right? Tell us

Sequoia CapitalreportedMenlo Park · $100K – $50M

How we know: Wikidata · funding news · company funding news (hacker news) · techcrunch.com · Y Combinator's founder network · Not right? Tell us

Also in the syndicate · 1

Canvas Venture Fundlead

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

Founder mafia

2 people who came through FutureAdvisor went on to found or lead other companies.

Bo LuCEOFounded ClipboardChris NicholsonHead of Communications \u0026 RecruitingFounded Pathmind

Related companies · 5

FinchFinch provides an API platform for applications to securely access employer and employee data with explicit consent, serving businesses that need workforce data integration. The company prioritizes enterprise-grade security, encryption, and compliance standards.
SlopeSlope provides a B2B payments platform that enables businesses to accept payments and offer financing, with a focus on digitizing the order-to-cash process for online commerce. The company uses generative AI to modernize traditionally manual B2B payment workflows.
PestoPesto Mastercard offers affordable credit for people with poor or limited credit history, positioning itself as an alternative to high-cost pawn loans. The product allows users to build credit history and improve credit scores through regular, on-time payments.
EmburseEmburse is a travel and expense management platform that helps organizations automate T&E processes, improve compliance, and gain spending visibility. The company serves enterprise teams managing corporate travel and expense administration.
SiftSift provides an AI-powered platform for fraud prevention and risk decisioning that helps digital businesses detect and manage online fraud. The platform serves companies across industries looking to reduce fraud losses while enabling secure growth.

Companies working in the same space as FutureAdvisor.

Legal entities · 2

corporate structure
Xulu, Inc
Xulu, Inc.

In the news

BlackRock Acquires Sequoia-Backed FutureAdvisor • TechCrunchtechcrunch.com · Aug 2015FutureAdvisor (YC S10) raises $5M from Sequoia, now analyzing $4B in assetstechcrunch.com · Aug 2012FutureAdvisor (YC S10) Raises Funding To Bring Investment Advice To The Massestechcrunch.com · Mar 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 Bling Capital, Canvas Ventures, F-Prime Capital, Great Oaks Venture Capital, Kapor Capital, Y Combinator, Agrolimen Ventures, Devonshire Investors and 1 more.
Who acquired FutureAdvisor?
FutureAdvisor was acquired by BlackRock.
Where is FutureAdvisor headquartered?
FutureAdvisor is headquartered in San Francisco, US.