FutureAdvisor

FutureAdvisor developed a smarter way to manage your stock portfolio. Through its free software, wealth management consultation is now accessible to anyone with a computer.

Their subscription services and automated financial guidance empower middle and working-class families to manage investments passively, yet effectively.

Milestones
  • Founded 2010
  • Partnered 2010
  • Acquired 2015
Team
  • Jon Xu
  • Bo Lu
Partner
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The Dentmakers.

Since 1972, we have partnered with the founders of companies that now have an aggregate, public market value of over $1.4 trillion. Meet the companies below.

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