Mergers & Partnerships

Future Capital And Money Concepts Announce Partnership

Enabling financial advisors to succeed at the convergence of wealth and retirement

CHATTANOOGA, Tenn.–(BUSINESS WIRE)–Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, today announce their strategic partnership. This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes. Future Capital enables advisors to seamlessly manage their existing wealth management clients’ held-away 401(k) assets, with or without a relationship with the plan sponsor or plan provider.

“Our partnership with Money Concepts strategically enables advisors to better serve their clients at the convergence of wealth and retirement,” said Jay Jumper, founder and chief executive officer of Future Capital. “We’re proud to equip advisors with the data, insights, and tools needed to create new growth opportunities by providing exceptional service and comprehensive solutions tailored to the unique needs of current and prospective clients.”

A Shared Vision

Known for its forward-thinking and collaborative ethos, Money Concepts is dedicated to nurturing growth-oriented, beneficial relationships with its advisors. This collaboration underscores the firm’s commitment to providing versatility and effectiveness, empowering advisors to deliver thorough, compliant, and efficient services to their clients.

“Our mission has always been to provide financial professionals a structured and unbiased way to offer their clients and customers holistic financial planning and wealth management solutions,” said Denis Walsh, president and chief executive officer at Money Concepts. “Partnering with Future Capital means bringing a robust, tech-forward solution to our advisors, enhancing their ability to provide their clients with the solutions they want and need.”

The partnership highlights the shared vision of both companies: leveraging technology to facilitate the growth of advisors and provide superior service to clients. Both firms anticipate a long-standing collaboration that will continuously empower advisors, fostering growth and efficiency in the ever-evolving financial landscape.

 

 

 

About Future Capital
Future Capital is an industry-leading WealthTech firm with a superior 20-year track record. Our unwavering commitment lies in empowering individuals with advanced digital tools, customized 401(k) managed account solutions, and essential personalized guidance, enabling them to make well-informed decisions regarding their retirement assets. With a comprehensive range of retirement solutions, we serve as a trusted partner for stakeholders across the retirement value chain, from broker-dealers, large RIAs, and recordkeepers, to advisors, plan sponsors, and plan participants. For more information about our industry-leading solutions, please visit FutureCapital.com.
About Money Concepts
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.
In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services. For more information visit http://www.MoneyConcepts.com/Advisor.