Mr. Jason Ewart reports
FUTR PLANNING PARTNERS WITH NEXTMOVE CAPITAL TO SERVE FIRST-TIME INVESTORS AND EXPAND FUTR AGENT APP REACH
The Futr Corp.'s Futr Planning division has entered into a partnership with NextMove Capita), a newly launched fintech and Securities and Exchange Committee-registered investment adviser offering an investing app built for first-time investors. Futr Planning has already begun referring U.S. households whose goals are best served by smaller, goal-based accounts to NextMove.
A clear next step for new savers and investors
Futr Planning's existing network of over 400 financial advisers targets leads with investable assets in excess of $500,000. However, not every household that builds a plan is ready for a traditional adviser relationship, and NextMove gives those households a clear next step toward goals like rainy-day funds, children's savings and long-term milestones:
- Goal-based portfolios built from exchange-traded funds, with dollar-cost averaging;
- Jargon-free guidance delivered through short videos;
- Accounts held at Alpaca Securities LLC, a member of FINRA and SIPC.
"Financial planning has traditionally been built for households with significant assets, leaving everyone else on their own. Futr Planning serves every household, and NextMove gives students, households rebuilding their credit and new savers a real next step. Every one of them will be part of the Futr Agent App ecosystem, where we can keep serving them as their financial lives grow."
Alex McDougall, chief executive officer, The Futr
"A good financial plan should come with a clear next move, no matter the size of the household behind it. Futr Planning builds that plan in minutes, and for households whose goals fit a smaller, goal-based account, NextMove gives them a simple way to start investing toward those goals. Together, we're making sure no one who takes the step of building a plan is left without a place to get started."
Peter Horowitz, CEO, NextMove Capital
How Futr Planning works
- Build a free, personalized financial plan on-line in minutes, covering mortgage, debt, investments and cash flow;
- Verify a phone number and join the Futr Agent App ecosystem;
- Get matched with a local adviser from Futr Planning's growing network of over 400 advisers, or, for households whose goals fit a smaller, goal-based account, get referred to NextMove.
Strategic benefits for Futr
The partnership is expected to benefit Futr in three ways:
- New revenue from previously unmonetized plans. Futr expects to earn revenue from the partnership through a combination of lead fees and a revenue share on referred accounts. Households that fell outside the company's monetizable lead range now have a relevant next step, turning plans that were not generating revenue into a new revenue stream.
- Broader reach and faster agent app growth. The Futr Planning flow now delivers value beyond high-asset households to students, households rebuilding their credit and new savers. It is also a natural fit for Futr Payments consumers, who already use the Futr Agent App to manage their cash flow and can put freed-up budget room to work through small, frequent deposits. Because every user in the flow will be part of the Futr Agent App ecosystem, the company expects this to increase the rate of Agent App user growth.
- Better leads for advisers. Directing smaller accounts to NextMove raises the floor of the households Futr Planning refers to its growing network of over 400 advisers, improving lead quality and supporting the value of each lead the company delivers.
Looking ahead, the company's product roadmap includes integrating NextMove's robo-advisory services directly into the Futr Agent App, allowing users to begin investing toward their goals without leaving the app.
About The Futr Corp.
The Futr, creator of the Futr Agent App, enables users to store, manage, access, and monetize their personal information and make intelligent payments. The company operates Futr Payments, which optimizes car loan and mortgage payments for consumers and serves mortgage brokers, as well as approximately 180 active United States auto dealerships, and Futr Planning, a consumer financial planning platform with approximately 1.0 million plans produced since 2016.
About NextMove Capital Inc.
NextMove Capital is a newly launched fintech and SEC-registered investment adviser offering an investing app designed for first-time investors, with goal-based portfolios built from exchange-traded funds. Its long-term portfolios are built on American Century ETF (exchange-traded fund) models, and NextMove also offers a white-label version of its platform to banks and trust companies. NextMove client accounts are held at Alpaca Securities LLC, a licensed brokerage firm and member of FINRA and SIPC.
We seek Safe Harbor.
© 2026 Canjex Publishing Ltd. All rights reserved.