FutureAdvisor Reviews | Glassdoor

FutureAdvisor Reviews

Updated November 16, 2017
17 reviews

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4.2
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FutureAdvisor Co-Founder and CEO Bo Lu
Bo Lu
11 Ratings

17 Employee Reviews

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  1. "A rocket ship of bright, thoughtful and driven people"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in San Francisco, CA
    Former Employee - Anonymous Employee in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at FutureAdvisor full-time (More than 3 years)

    Pros

    I worked at FutureAdvisor for three years and the culture is incredible. Brilliant, down-to-earth and fun people who are all driven to provide a better financial outcomes to everyone. Throughout the BlackRock acquisition, FutureAdvisor has maintained it's original culture, which is a significant accomplishment.

    Bo and Jon are incredible leaders, they inspire at all-hands and do the work behind the scenes. They both have my highest recommendations as co-founders and leaders of the company.

    Cons

    At the time, we were growing so quickly, growing into a new role or responsibilities was limited. However, management was outspoken about addressing this and there are lateral movement opportunities available.

    Advice to Management

    Keep the focus on growth, and empowering current employees to shadow other departments and gain a full understanding of the company.


  2. "Startup turned corporate turned startup"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I have been working at FutureAdvisor full-time

    Pros

    There are a lot of intelligent and enthusiastic individuals; the BlackRock acquisition has not been a significant disruption (to an extent).

    Cons

    Toxicity level a little too high, big company politics at a small-scale that's too obvious not to be ignored.

    Advice to Management

    Get out of the 'bro' echo chamber, set a clear direction.

  3. "Turning corporate fast as BlackRock takes control"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Francisco, CA
    Current Employee - Anonymous Employee in San Francisco, CA
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I have been working at FutureAdvisor full-time (More than 3 years)

    Pros

    Smart people and a great product with a differentiated strategy.

    Cons

    What was once an entrepreneurial, start-up environment is becoming quickly a corporate death trap as BlackRock takes control and pushes their agenda.

    Advice to Management

    Maintain your future, it's what got you to where you are.


  4. "Consultant"

    StarStarStarStarStar
    • Work/Life Balance
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at FutureAdvisor full-time

    Pros

    Diverse culture
    Commuter benefits
    Gym Benefit
    Vacation policy

    Cons

    Compensation
    Lack of female presence on exco


  5. "Intelligent, down to earth team"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at FutureAdvisor full-time

    Pros

    The people at FutureAdvisor, including the founders, are incredibly talented, kind, open-collaborators. Seriously great team of contributors! There is a legitimately flat organizational structure, where people's opinions are valued and heard.

    Cons

    Change, as a result of a corporate acquisition, is challenging for any organization

    Advice to Management

    It's the founders' strong ethics and values that grew FutureAdvisor into such an incredible organization. Maintain the culture you built!


  6. "Great place to work"

    StarStarStarStarStar
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at FutureAdvisor (Less than a year)

    Pros

    Working hard to change the asset management industry

    Cons

    Still has a start-up mindset in many areas


  7. Helpful (2)

    "Great place for go-getters!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Francisco, CA
    Current Employee - Anonymous Employee in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    - Excellent team spirit;
    - Innovative solutions for casual tasks;
    - Startup culture;
    - No micromanagement;
    - Great benefits;
    - Optimal work Vs Life balance;
    - No weekend work;
    - Your voice is heard;
    - Happy people around!

    Cons

    Nothing really to add! All is good!

    Advice to Management

    Keep hiring enthusiastic and passionate specialists. Would be nice to have more of mid-senior and senior level professionals.

  8. Helpful (2)

    "Having a great time"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Software Engineer in San Francisco, CA
    Current Employee - Software Engineer in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at FutureAdvisor full-time

    Pros

    - Very smart & sensible co-workers & management
    - Good work/life balance
    - Transparency in road map
    - Everyone is encouraged to provide feedback
    - Acquisition hasn't slowed us down (yet...)

    Cons

    None so far. Fingers crossed

    Advice to Management

    You've assembled a great set of people which is kind of rare. Continue empowering employees to do their best


  9. Helpful (7)

    "Still alright after aqcuisition"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Software Engineer in San Francisco, CA
    Current Employee - Software Engineer in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at FutureAdvisor full-time

    Pros

    The engineering team is pretty small but gets a lot of features done. We are very agile and release code daily. Everyone works on important features since we just don't have time for anything else. The company as a whole is pretty nimble and has lots of smart and passionate people. If you want to learn more about personal finance or investing, just chat with one of our financial advisors.
    FutureAdvisor was recently acquired by BlackRock. A lot of us were apprehensive about this, since we signed up to work for a startup, not a mega corp. Bo promised that we will stay independent and nothing will change, and so far, that's mostly been true, but I'm not sure if we can continue to be independent indefinitely. For now at least, I'm happy with the salary bump, 401k matching, and promise of performance bonus $ in lieu of stock options upside.
    The new B2B initiatives are pretty exciting and can significantly increase our customer base, especially with BlackRock backing us.

    Cons

    We are experiencing all sorts of growing pains. From running out of office space to teams not communicating with each other. Gone are the days when you can find one person who knows every detail on a project.
    The B2B initiative will definitely produce some unsexy work on the engineering side.

    Advice to Management

    Stay nimble. Make sure every new hire is needed to do important work, because it's hard to stay nimble if headcount explodes. Don't let BlackRock slow us down.
    Carefully manage growth. Make sure teams are communicating with each other and don't have different priorities. Keep the hiring bar high.
    Move to a larger office ASAP.


  10. Helpful (1)

    "Positive, fast-paced, amazing startup workplace"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Service/Operations in San Francisco, CA
    Current Employee - Client Service/Operations in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    - working with very intelligent, hard working people everyday
    - meaningful work - towards a common financial goal that people believe in
    - good leadership
    - very friendly and comfortable office vibe - dogs, food, good vacation policy
    - very team oriented
    - growing quickly and fast paced

    Cons

    Nothing major. You put in a lot of work, but you see it pay off, and are working side by side with great people.

    Advice to Management

    Keep inspiring all of your employees with what you do and your open communication.


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