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FutureAdvisor (YC S10) — The online financial management service for everyone

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.

FutureAdvisor is a Y Combinator company in the Summer 2010 batch. Its directory entry describes it as: The online financial management service for everyone. The founder listed is Bo Lu (Founder/CEO) (Y Combinator directory entry, January 17, 2012).

6 more companies from YC Summer 2010 ↓

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FutureAdvisor

New accelerator entry · 2012-01-17 · the record

Summer 2010
batch
51
people
Growth
stage
United States of America
region
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What the record says

BatchSummer 2010
Announced2012-01-17
StageGrowth
StatusAcquired
Team size51
IndustryFintech
Sub-industryFintech -> Consumer Finance
SectorsFintech
RegionsUnited States of America, America / Canada
BasedSan Francisco, CA, USA
HiringNo
Sitehttp://futureadvisor.com
Founded2010
Previously known asFuture Advisor

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Also in YC Summer 2010

Same batch, Fintech first.

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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In their words

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 Social Media Community Policy: Content posted here by third-parties about FutureAdvisor remains the responsibility of the party posting the content, and is neither endorsed by FutureAdvisor nor representative of FutureAdvisor's viewpoints. Any opinions or statements posted by third parties are their own, and may not be indicative of others'​ experience or future performance or success. FutureAdvisor does not endorse or adopt any content on a third-party site linked to from this page. At its discretion, FutureAdvisor may remove any content containing violations of securities regulations; lewdness, personal attacks or obscenity; comments irrelevant to the topic at hand; or unsolicited advertisements and spam.

Want the whole picture on FutureAdvisor?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on FutureAdvisor: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on FutureAdvisor covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    1 cited source found

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Sourced from the company's Y Combinator directory entry.

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FutureAdvisor: Accepted into Y Combinator Summer 2010
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Permanent URL: https://mentionfox.com/funding/yc-futureadvisor
Last updated 2026-10-29
Primary record: Y Combinator directory entry
FutureAdvisor (YC S10) — The online financial management service for everyone. MentionFox, 2026-10-29. https://mentionfox.com/funding/yc-futureadvisor