FinovateFall 2013 / FutureAdvisor

Presenter Profile:

How they describe themselves: FutureAdvisor is your online investment advisor: A web application and service that looks at your entire portfolio and automatically manages your investments to save on hidden fees, increase tax efficiency, and optimize for asset diversification. 

FutureAdvisor’s online investment portfolio management solution provides its customers with:
• Online dashboard that aggregates an investor’s holdings from multiple institutions
• Account-by-account management on an investor’s entire existing investment portfolio
• Periodic automated portfolio rebalancing, tax-loss harvesting, and immediate new-cash investing

How they describe their product/innovation: FutureAdvisor Premium automatically manages your existing investment accounts to save on hidden fees, increase tax efficiency, and optimize for asset diversification. We do this by:
• Monitoring and rebalancing your account as necessary
• Recognizing and actively investing new cash additions
• Periodically completing tax-loss harvesting

Product Distribution Strategy: Direct to Consumer (B2C), through financial institutions, & through other fintech companies and platforms

Contacts:

Bus. Dev. & Sales: Joe Cianciolo, VP Bus. Dev., joe@futureadvisor.com, 415-379-0098
Press: Bo Lu, CEO, bo@futureadvisor.com, 415-562-4811


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