FutureMoney

FutureMoney

Private
Boston, MassachusettsFinTechhttps://futuremoney.co

Last Round

Pre Seed

Oct 9, 2024

Total Funding Raised

$2.6M

Momentum Score

25 /100

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

Investment Platforms, Wealth Management, Personal Finance

Business Model

B2C

Customer Profile

Freemium, Subscription SaaS, Payment Processing Fee

AI Layer

Non-AI

Keywords

micro-investinginvesting for kids529 planJunior Roth IRArobo-advisorcustodial accountinvestment appautomated investingtax-advantaged investinggoal-based investingcollege savings planRoth IRAfractional sharessubscription modelAUM feeassets under managementgenerational wealthfintech API

Historical Pricing

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Caplight Momentum Score

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FutureMoney Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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FutureMoney Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
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

InvestorRounds
gener8torAccelerator
Serac VenturesPre Seed
Harvest VenturesPre Seed
Securian FinancialAccelerator
Telegraph Hill CapitalPre Seed
The Pitch FundPre Seed
Hustle FundPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 18, 2026

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

FutureMoney Filings

SEC and related filings with document metadata.

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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 FundingOct 9, 2024

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.