?? Ready to build a brighter future? FutureMoney is giving away $25,000+ to help you invest in what matters most: your future and your family’s. ?? $529 awarded weekly in our 529 Sweepstakes—and it’s easy to enter: ? Invest in a Junior Roth IRA or 529 account ? Shake daily in the app for free entries ? Shake with friends to earn bonus entries! Let’s make 2025 the year of financial growth and big wins! ?? #FutureMoney #FutureMoneySweepstakes #GenerationalWealth SWEEPSTAKES: NO PURCHASE OR INVESTMENT NECESSARY. Enter by December 30, 2025. Odds of winning depend on # of entries received. Void where prohibited. Restrictions apply; see Official Rules for full details and how to enter for free. Sponsor: Future Money, Inc.
FutureMoney
金融服务
Boston，MA 604 位关注者
Helping everyday families create generational wealth. We invented the Junior Roth IRA? enabling tax-free growth.
关于我们
FutureMoney makes it easy for parents to invest for their children’s future. Investing $10 weekly from birth to 18 could grow to a $1 million head start for your child when they reach retirement age, assuming 8% returns. A modest deposit today can provide you with peace of mind that your child will be financially secure regardless of what happens later in life. We've invented the Junior Roth IRA?, a new account type that enables tax-free growth for children's futures without earned employment income. This financially inclusive product is bridging the wealth gap and designed to promote upward financial mobility. ---- Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence and determine whether to take any investment actions or to enter into any investment advisory agreement. The contents herein reflect the opinions of the author, which are subject to change without notice. Information contained herein may be derived from third parties and therefore we cannot guarantee the accuracy or completeness of such information. Please take note that “Likes” and other similar features do not constitute testimonials or endorsements by FutureMoney, similarly engagement with FutureMoney’s content should not be seen as a testimonial or endorsement.
- 网站
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https://www.futuremoney.co
FutureMoney的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
获取路线
US，MA，Boston，02210
FutureMoney员工
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Philip Barrar
Founder & CEO at FutureMoney. Repeat FinTech founder building financially-inclusive products.
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Corey Shaw
Technical Leader / Solution Engineer / Staff Software Engineer / Technologist
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Dave Fortin, CFA
FinTech leader | Dad of twins | Helping families build generational wealth
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Darrel Frater ??
Co-Founder of The Frater Family Foundation
动态
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We’re thrilled to share that?FutureMoney?is kicking off Season 12 of?The Pitch! Out of thousands of companies that pitched to be part of the series, we were selected as one of just fourteen startups - and we’re the season premiere! When we first applied, we were laser-focused on turning our vision into reality, with countless late nights preparing for our launch. Now, kicking off the season as the premiere? It’s a clear sign that what we’re building at FutureMoney is resonating. The timing couldn’t be better. Tune in and hear our story, the vision behind the Junior Roth IRA?, and what sets us apart. Our episode drops now, live on all major podcast platforms. Whether you’re on Spotify, Apple Podcasts, or YouTube, make sure to check it out! A huge thank you to everyone who continues to support us on this journey - our investors, our team, our early customers, and all of you who believe in what we’re building. Here’s to making a lasting impact on financial futures everywhere. Let’s do this! Listen now:?https://lnkd.in/e6PkD45z
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We’re thrilled to be part of the 2024 cohort of the gener8tor Insurance & Wealth Accelerator, powered by Allianz Life & Securian Financial! We are honored to be recognized alongside such remarkable companies in the #wealthtech and #insurtech sectors. At FutureMoney, we believe in the power of building generational wealth and financial security for all families - a mission that is shared between FutureMoney, Allianz and Securian. Our Junior Roth IRA is designed to give families a head start on their financial future, helping parents invest in their children’s future with tax-free growth. We’re proud to be on this journey, and we look forward to what the next three months of the accelerator will bring. A big shoutout to our fellow cohort members — Multimodal, OneEleven Financial Wellness, Sora Finance, and Waterlily Planning. We’re excited to learn and grow together! Check out the full announcement and learn more about the cohort here:?https://lnkd.in/eEFibNPs
?We are proud to announce the 2024 cohort of the gener8tor Insurance & Wealth Accelerator, powered by Allianz Life & Securian Financial! ? This 3 month, hybrid accelerator focuses on investing in the best and brightest within the #wealthtech and #insurtech sectors. ?? Meet the cohort: ? ?? FutureMoney (Philip Barrar & Dave Fortin, CFA) makes it easy for families to create generational wealth with their Junior Roth IRA. ?? Multimodal (Ankur Patel) automates middle and back office workflows such as underwriting & claims processing to help teams move 4-5x faster to reduce costs, speed up turnaround times, and deliver better client and employee experiences. ?? OneEleven Financial Wellness (Dani Pascarella) helps leading employers decrease employee turnover through financial wellness. ?? Sora Finance (Rohit Agarwal & Siddhartha Oza) provides a platform for financial advisors looking to grow client net worth by optimizing the other side of the balance sheet - liabilities. ?? Waterlily Planning, (Lily Vittayarukskul & Evan Ehrenberg) predicts a family’s future Long Term Care (LTC) needs and costs in retirement. Read more here: https://lnkd.in/eEFibNPs and contact Erin Harrover or Edwin O. if you'd like to be involved!
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“By using the language of money, you can show your kids the advantages of saving today for something in the future, and how your money can grow” - Dave Fortin, CFA (co-founder of FutureMoney) Thanks for featuring us Heather Taylor! https://lnkd.in/g3GqD3Dd
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Today in FinTech Futures: "FutureMoney’s flagship offering is its tax-advantaged Junior Roth IRA account, which leverages 529 plans that can be transitioned to a Roth IRA account after 15 years. With this account, family members can contribute up to $35,000 before a child reaches 18, taking advantage of the tax-free growth for their retirement savings." Appreciate the coverage Cameron Emanuel-Burns!
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The trick is… starting very young or living to be very old" Most people would be surprised to hear from one of the best investors in history that this is the most important factor in wealth building. Thanks for this great reminder Lorie Konish. What’s unfortunate is that most people only learn this lesson well into their adult life. Imagine if you got started investing 20+ years earlier. If you’re a parent, you can do that for your kids with our Junior Roth IRA ?. Although living to be very old would be nice too! ??
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Unsure what to get the kids in your life as gift? Our founder, Philip Barrar, explains how to build lasting financial security for kids by investing tax-free in a Junior Roth IRA.
Founder & CEO at FutureMoney. Repeat FinTech founder building financially-inclusive products.
I always advise people to consider their purpose when making any financial decisions and utilize a goal based system to help you get there. I’m honored to be featured in this U.S. News & World Report article discussing why purpose matters when gifting money to children and the different strategic ways you can go about doing so. From contributing to 529 plans to investing in Roth IRA's, this article is a great educational resource on gifting money. Thanks Jessica Walrack for the inclusion!?