Skip to main content
Caplight Logo









FutureMoney

FutureMoney

Private
Boston, MassachusettsFinTechhttps://www.futuremoney.co/

Last Round

Accelerator

Aug 6, 2025

Total Funding Raised

$2.7M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

FutureMoney is a fintech company that provides a micro-investing platform to help families build generational wealth through various investment accounts, including a proprietary Junior Roth IRA™.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms

Business Model

B2C

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Non-AI

Keywords

robo-advisorRoth IRA for kidsgenerational wealthcustodial account529 plankid-focused investingautomated investingtax-advantaged investingfamily financewealth managementwhite-label fintechB2B2C fintechassets under managementAUMfintech API

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

FutureMoney Comparables

Compare FutureMoney with similar companies based on industry and business-model similarity.

FutureMoney comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Backer
80%
UNest
79%
Acorns
71%

FutureMoney Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorAug 6, 2025
Pre SeedOct 9, 2024
AcceleratorAug 6, 2024

Key People

Founding team and executive leadership

Philip Barrar

Founder & CEO

Founding Team

FutureMoney Investors

Notable investors and investment history

FutureMoney investors
InvestorRounds
gener8torAccelerator
Serac VenturesPre Seed
Mistral Venture PartnersPre Seed
Next Wave ImpactPre Seed
Serac VenturesPre Seed
RevTech Labs CapitalPre Seed
Harvest VenturesPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 19, 2026

    Monthly visitors increased 34% MoM to 9.1K.

  • Apr 18, 2026

    Monthly visitors increased 72% MoM, from 4.4K to 7.6K.

FutureMoney Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

FutureMoney Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about FutureMoney's valuation, stock price, and market status.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range15
Year Founded2023
Last FundingAug 6, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?