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Future Money

also referred to as: futuremoney

17 statements across 2 episodes · 10 bullish · 0 bearish · 6 people on the record · first statement Aug 14, 2024 by Charles Hudson · said 28 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Phil Bearer (12), Josh Muccio (9), Philip Behn (4), Elizabeth Yin (3)

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2025 2 mentions in 1 episode
2024 26 mentions in 2 episodes 13 per episode

every mention, scene by scene, with the transcript →

Everything said about Future Money, oldest first

Aug 14, 2024 neutral
Disclosure
Hudson: Precursor is conflicted out of FutureMoney due to UNest investment
“We are small investors in UNES through an acquisition, and we have a multiplayer family money product that aims to end up in the same place as you, but from a very different starting point. And the more I hear, the more I think we're probably conflicted out.”
Charles Hudson Aug 14, 2024 ▶ 15:18 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Prediction Not checkable as stated
Banister: Generational investing platforms will open up angel investing long-term
“Long term, this opens up a lot of people to become angel investors.”
Cyan Banister Aug 14, 2024 ▶ 21:17 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Opinion
Middleton: FutureMoney's onboarding is the best I've seen in fintech
“It is super impressive, the onboarding flow, that with only your phone number, it filled out the entire form with my current address and social security number, so your onboarding flow is better than any other fintech product I've ever signed up for, so I will…”
Jesse Middleton Aug 14, 2024 ▶ 24:32 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Opinion
Cyan Banister: Future Money is a venture return company
“But this is a venture return company, and it's, I have a fiduciary responsibility to my LPs to try.”
Cyan Banister Aug 14, 2024 ▶ 18:40 The Secret to Building Wealth for Your Children
Aug 14, 2024 neutral
Disclosure
FutureMoney is raising $1 million to scale to 25,000 customers and $1M ARR
“We're now raising a million dollars of financing to be able to onboard our first 25,000 customers and generate a million dollars of annual current revenue.”
Phil Bearer Aug 14, 2024 ▶ 3:08 The Secret to Building Wealth for Your Children
Aug 14, 2024
Assertion Not checkable as stated
Bearer: Future Money is in talks with six major financial incumbents
“So we have six major incumbents that we're in conversations with. They would like to see between 25 and 50,000 customers on the platform, although we just had a great pitch with an insurance company yesterday that is interested in exploring further, so it is e…”
Phil Bearer Aug 14, 2024 ▶ 10:21 The Secret to Building Wealth for Your Children
Aug 14, 2024
Assertion Not checkable as stated
Bearer: Previous startup achieved $18 blended CAC per monetized customer at scale
“We saw a blended cost of about 18 dollars per monetized customer on the last platform, and we did that at scale.”
Phil Bearer Aug 14, 2024 ▶ 9:29 The Secret to Building Wealth for Your Children
Aug 14, 2024
Disclosure
Bearer: Future Money has $750K committed at a $7M SAFE
“Out of that million, we have 750,000 committed at a seven million dollar safe. And we're looking for an additional 250,000 dollars to be able to close out the rest of this round.”
Phil Bearer Aug 14, 2024 ▶ 12:40 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Disclosure
Elizabeth Yin commits a $150,000 Hustle Fund investment into FutureMoney
“So, I think it's a slightly crowded, but given your background, that's a bet I'm willing to take. So, I'm in for a 150 K.”
Elizabeth Yin Aug 14, 2024 ▶ 16:46 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Opinion
Middleton: Phil Bearer is best positioned to win family wealth investing
“And so if there's somebody who's going to win in this space, I think it's you.”
Jesse Middleton Aug 14, 2024 ▶ 17:28 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Assertion Not checkable as stated
FutureMoney reports 500 customers and a 30% download-to-paid conversion rate
“We went to market in April after getting our SEC approval, and we've onboarded our first 500 customers onto the platform in the last two months. With that, we've seen a 30% conversion rate from download to monetized customer”
Phil Bearer Aug 14, 2024 ▶ 2:54 The Secret to Building Wealth for Your Children
Aug 14, 2024
Disclosure
Bearer: Future Money charges $48 annually or 25 bps for larger accounts
“We charge a 48 dollar a year annual membership for accounts under 20,000 dollars a year. We charge 25 basis points for accounts over 20,000 dollars a year.”
Phil Bearer Aug 14, 2024 ▶ 8:20 The Secret to Building Wealth for Your Children
Aug 14, 2024 positive
Opinion
Bearer: The future of personal finance is multiplayer
“The future of finance, in my opinion, is multiplayer.”
Phil Bearer Aug 14, 2024 ▶ 11:19 The Secret to Building Wealth for Your Children
Aug 14, 2024 bullish
Disclosure
Cyan Banister pledges a $50K personal check if her fund passes
“But if my fund passes, I would love to put in 50 K.”
Cyan Banister Aug 14, 2024 ▶ 18:49 The Secret to Building Wealth for Your Children
Dec 12, 2024
Assertion Not checkable as stated
Future Money raises an additional $1.02M from Pitch listeners
“We raised an additional one million and 20,000.”
Philip Behn Dec 12, 2024 ▶ 17:32 Season 12 Finale: What Happened After The Pitch?
Dec 12, 2024 bullish
Assertion Not checkable as stated
Behn: Future Money users are on track to invest over $350M
“In the last few months, since we've filled in the pitch podcast, our users are already on track to invest over three hundred fifty million dollars for their kids.”
Philip Behn Dec 12, 2024 ▶ 18:15 Season 12 Finale: What Happened After The Pitch?
Dec 12, 2024 bullish
Opinion
Middleton: Future Money has the best onboarding flow among fintech products
“So your onboarding flow is better than any other fintech product I've ever signed up for.”
Jesse Middleton Dec 12, 2024 ▶ 15:56 Season 12 Finale: What Happened After The Pitch?
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