FutureAdvisor Culture | Comparably
FutureAdvisor

FutureAdvisor Company Culture

FutureAdvisor Culture

This score is derived from employee ratings & reviews

Top Rated Culture Dimensions

FutureAdvisor CEO

Bo Lu FutureAdvisor's CEO
Bo Lu

FutureAdvisor Company Information

FutureAdvisor Company Overview

FutureAdvisor is a registered investment advisory firm that manages a user's existing IRA, 401(k), and other investment accounts.

Headquarter580 Market Street
San Francisco, CA
United States of America
Websitewww.futureadvisor.com
Founding Date2010
Tel206-973-7407
Company StatusPrivate

FutureAdvisor Competitors

FutureAdvisor competitors include Personal Capital, Ontario Teachers' Pension Plan, and Financial Engines. FutureAdvisor ranks 4th in Overall Culture Score on Comparably vs its competitors. See below how FutureAdvisor compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.

  1. #1
    Personal Capital's Logo
    Personal Capital
    4.6/5
  2. #2
    Ontario Teachers' Pension Plan's Logo
    Ontario Teachers' Pension Plan
    3.8/5
  3. #3
    Financial Engines' Logo
    Financial Engines
    2.8/5
  4. #4
    FutureAdvisor's Logo
    FutureAdvisor
    0/5

FutureAdvisor Employees

1 employee at FutureAdvisor has reviewed FutureAdvisor across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Joining FutureAdvisor - Employee Onboarding

The prevailing opinion from Comparably users in San Francisco about their company is that it was very prepared on their first day. San Francisco employees concluded that their overall onboarding experience was positive. 78% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.

FutureAdvisor KPIs and OKRs

At this moment no FutureAdvisor employees have provided insight into whether or not they clearly understand FutureAdvisor's KPIs and OKRs.

AnswerPercent
Yes0%
No0%
Are your company's goals clear, and are you invested in them?
AnswerPercent
Yes0%
No0%
Are the KPIs/OKRs for your department clear?

FutureAdvisor CEO & Leadership

FutureAdvisor CEO - Bo Lu

FutureAdvisor Leadership

  • Bo Lu  CEO / President

    Bo Lu CEO / President

    Bo Lu serves as the CEO / President of FutureAdvisor.

  • Jon Xu  Co-Founder & CTO

    Jon Xu Co-Founder & CTO

    Jon Xu serves as the Co-Founder & CTO of FutureAdvisor (A BlackRock Company). Jon currently resides in the San Francisco...

  • Jesse Keyser  Vice President, Marketing and Client Adoption

    Jesse Keyser Vice President, Marketing and Client Adoption

    Jesse Keyser serves as the Vice President, Marketing and Client Adoption of FutureAdvisor (A BlackRock Company). Jesse...

FutureAdvisor Careers

FutureAdvisor Jobs

Search

No Recent Jobs found for FutureAdvisor on Comparably

Mark that you are interested and we will alert you when there are new positions available listed on Comparably

FutureAdvisor H1B Visa

In 2019, FutureAdvisor applied for 12 H1B visas. Of the work permits applied for, 75% were approved, 8% certified-withdrawn, and 17% withdrawn.

An in-depth look at ‘Certified-withdrawn’ H1B applications at FutureAdvisor unveil that 2 approved work permit applications were withdrawn before the employee’s start date, and one was withdrawn by FutureAdvisor after the employee’s start date.

Work Permit Application Outcome

12
Total Applied
  • 75% Granted (9 out of 12)
  • 0% Denied ( out of 12)
  • 17% Withdrawn Application was withdrawn by the employer before approval/rejection (2 out of 12)
  • 8% Certified-Withdrawn Application was approved but later withdrawn by employer (1 out of 12)

This data was calculated using publicly sourced data from OFLC Performance Data

Let FutureAdvisor Know You Want To Work There

Overview of Candidates Interested in FutureAdvisor on Comparably

Candidates By Department

Product
70%
All Industries
10%
Engineering
10%
Business Development
10%

Candidates By Location

San Francisco
30%
Boston
10%
Mountain View
10%
San Mateo
10%
Oakland
10%
Other
30%

Frequently Asked Questions regarding FutureAdvisor

What is FutureAdvisor address?

FutureAdvisor location is at 580 Market Street

Who is the CEO of FutureAdvisor?

FutureAdvisor CEO is Bo Lu, their score by employees is 100

What is FutureAdvisor eNPS?

The eNPS for FutureAdvisor is 100

Who are FutureAdvisor competitors?

FutureAdvisor main competitors are Personal Capital, Ontario Teachers' Pension Plan, Financial Engines

Who is FutureAdvisor leadership?

Jon Xu & Jesse Keyser are part of FutureAdvisor leadership, Bo Lu is the CEO

×
Rate your company