Financial Services

FutureMoney for Financial Services

Provide your clients with an embedded family-focused investment solution.

We empower financial institutions like yours to offer tax-advantaged investment solutions to your clients.

Seamless white-label integration
Integrate our investment solution seamlessly into your existing platform, maintaining your brand identity and user experience.
Modern, user-friendly experience
Engage younger generations with our intuitive platform, making investing accessible and enjoyable.
Tax-advantaged accounts
Clients can open multiple accounts and choose from Roth IRA, Traditional IRA, Junior Roth IRA, 529 Plan, Custodial Roth IRA and General Investing (taxable).
Enhanced client engagement
Offer a valuable tool for parents and grandparents to invest in their children's future, building stronger client relationships.

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Early start on building wealth
Help families jumpstart a child's financial future with the tax advantages of a Junior Roth IRA.
Peace of mind for parents
Provide a secure and transparent way for families to invest in a child's future, building a strong foundation.

Increase revenue
Attract new clients and deepen existing relationships by offering a unique and valuable service.
Full-service offering
Bring your clients new family wealth solutions beyond your existing product suite.
Enhance brand image
Position your institution as a progressive, forward-thinking leader in the financial services industry.
Reduce operational costs
Minimize the burden of developing and maintaining your own investment platform.
Scalable solution
Grow your business effortlessly with our scalable white-label solution.

Bring financial literacy and easy access to investing to your customers. We’ll help you start small or go big.

Custom link
Get started with a link to FutureMoney’s application or homepage.
API integration
FutureMoney seamlessly integrates with your app or website.

Start investing today.