FUTR Planning Partners with NextMove Capital to Serve First-Time Investors and Expand FUTR Agent App Reach
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Rhea-AI Summary
FUTR Corporation (FTRCF) partnered with NextMove Capital to refer U.S. financial-planning users seeking smaller, goal-based investment accounts.
FUTR Planning has begun making referrals to NextMove for households suited to those accounts. Its network of more than 400 advisors targets leads with investable assets exceeding $500,000. NextMove offers goal-based portfolios built from exchange-traded funds, while client accounts are held at Alpaca Securities. FUTR expects lead fees and a share of revenue from referred accounts. The company also expects faster FUTR Agent App user growth and says directing smaller accounts to NextMove will improve the leads sent to advisors. Direct integration of NextMove's automated investment services into the Agent App remains on FUTR's product roadmap.
Positive
- NextMove referrals have begun for U.S. households suited to smaller, goal-based investment accounts.
- Lead fees and revenue sharing are expected to generate revenue from referred accounts.
- Agent App user growth is expected to accelerate as planning users join its ecosystem.
- Advisor lead quality is expected to improve as smaller accounts are directed to NextMove.
- Direct Agent App integration of NextMove's automated investment services is on FUTR's product roadmap.
Negative
- Partnership economics were not quantified: no lead-fee rates or revenue-share percentage was disclosed.
Details
News Market Reaction – FTRCF
On Sep 28, the day this news came out, FTRCF closed 2.27% above the previous close. That session’s volume was 2.4x the stock’s average daily volume.
Data tracked by StockTitan Argus for the Sep 28 session.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Partnership gives U.S. households that build a plan with FUTR Planning a clear next step toward goals like rainy-day funds, children's savings, and long-term milestones
Toronto, Ontario--(Newsfile Corp. - September 28, 2026) - The FUTR Corporation (TSXV: FTRC) (OTCQB: FTRCF) (FSE: QA20) ("FUTR" or the "Company") today announced that FUTR Planning, a division of FUTR, has entered into a partnership with NextMove Capital ("NextMove"), a newly launched fintech and SEC-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 advisors targets leads with investable assets in excess of
- 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, CEO, The FUTR Corporation
"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 Inc.
How FUTR Planning Works
- Build a free, personalized financial plan online 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 advisor from FUTR Planning's growing network of over 400 advisors, 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 advisors. Directing smaller accounts to NextMove raises the floor of the households FUTR Planning refers to its growing network of over 400 advisors, 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 Corporation
The FUTR Corporation (TSXV: FTRC) (OTCQB: FTRCF) (FSE: QA20), 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 US auto dealerships, and FUTR Planning, a consumer financial planning platform with approximately 1.0 million plans produced since 2016. For more information, visit www.thefutrcorp.com.
About NextMove Capital
NextMove Capital Inc. 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 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. For more information, visit www.nextmovecap.com.
Cautionary Note Regarding Forward-Looking Information
This press release contains forward-looking information within the meaning of applicable securities laws. Such statements involve risks and uncertainties that could cause actual results to differ materially. Forward-looking statements include, without limitation, statements regarding the anticipated benefits of the partnership between FUTR Planning and NextMove Capital, the referral of households to NextMove Capital, the expected revenue, including lead fees and revenue share, from households previously outside the Company's monetizable lead range, the expected improvement in the quality of leads referred to the Company's advisor network, the expected growth in FUTR Agent App users, and the planned integration of NextMove's robo-advisory services into the FUTR Agent App. The Company assumes no obligation to update forward-looking information except as required by law.
Neither the TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of this press release.
For Further Information, Please Contact
Jason Ewart, EVP, at 416-580-0721.
For Investor Relations, please contact ir@thefutrcorp.com.
Source: The FUTR Corporation
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/316298
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