Partnership provides USA Monetary’s nationwide advisor community a company-supported approach to attain and consider potential purchasers by way of FUTR Planning, backed by a devoted FUTR Advisor Agent and a deliberate FutureVault integration

Highlights

• USA Monetary, a nationwide wealth administration agency with over 225 unbiased advisor places of work all through the USA, expands distribution of FUTR’s Agent-Pushed Lead Era enterprise by making FUTR Planning’s shopper lead technology and monetary planning instruments accessible to its advisor community
• USA Monetary supplies its advisors with their GrowthKeeper program, a advertising and marketing reimbursement program advisors can leverage to assist maintain their pipeline full
• The partnership is anticipated to meaningfully develop the attain of FUTR’s Agent-Pushed Lead Era engine and develop adoption of the FUTR Agent App throughout a nationwide community of unbiased advisors and households

Toronto, Ontario–(Newsfile Corp. – September 30, 2026) – The FUTR Company FTRC (OTCQB: FTRCF) (FSE: QA20) (“FUTR” or the “Firm”) at the moment introduced a strategic partnership with USA Monetary to launch Agent-Pushed Lead Era and monetary planning options for USA Monetary’s advisor community, delivered by way of FUTR Planning, the Firm’s shopper monetary planning platform. Below the partnership, USA Monetary, a nationwide wealth administration agency with over 225 unbiased advisor places of work all through the USA and a well known innovator and chief in advisor assist and buyer acquisition, has made FUTR Planning accessible to its advisor community. The partnership provides USA Monetary advisors a company-supported channel to achieve and consider potential purchasers by way of FUTR Planning.

Increasing FUTR’s Lead Era Distribution

The partnership is a direct growth of distribution for FUTR’s Agent-Pushed Lead Era enterprise, at present delivered by way of FUTR Planning’s shopper engagement platform, which USA Monetary’s advisors might select to leverage to attach with and consider potential purchasers as a part of their very own practices. By its GrowthKeeper program, USA Monetary supplies advertising and marketing reimbursement to affiliated professionals to assist with the continuing progress of their practices. The partnership provides to a base of over 400 paying advisors already utilizing FUTR Planning at the moment, and is anticipated to meaningfully develop the attain of FUTR’s Agent-Pushed Lead Era engine, pairing FUTR Planning’s high-intent shopper base with a longtime, nationwide community of unbiased monetary advisors. According to FUTR’s broader platform technique, each shopper who completes a plan by way of FUTR Planning additionally turns into a consumer of the FUTR Agent App, FUTR’s platform for serving to shoppers retailer, handle, entry, and monetize their private info, extending FUTR’s relationship with that shopper effectively past the preliminary referral.

FUTR Advisor Agent

As a part of the collaboration, every collaborating USA Monetary advisor can even achieve entry to a devoted FUTR Advisor Agent. The AI-powered device is designed to assist advisors consider incoming shopper leads, mannequin and regulate shopper financial savings and retirement plans, establish further gross sales alternatives inside a shopper’s monetary profile, and draft outreach and gross sales scripts, streamlining how advisors convert leads into ongoing shopper relationships.

Prospect Digital Vaults and FutureVault Integration

Starting within the fourth quarter of 2026, USA Monetary advisors will be capable of create particular person Prospect Digital Vaults and securely handle shopper paperwork and information by way of a deliberate integration with FutureVault, an industry-leading pioneer of Clever Doc Infrastructure delivered by way of its digital vault platform. FutureVault is already an authorized and compliance-vetted vendor throughout the USA Monetary ecosystem, giving advisors a transparent path to adoption from day one. FUTR, which was spun out of FutureVault in March 2025, expects the mixing to increase the partnership’s worth past lead technology into ongoing shopper and doc administration for advisors.

Webinar and Convention Look

FUTR and USA Monetary plan to host a joint webinar to introduce the FUTR Planning platform to advisors and stroll by way of onboarding, at present focused for October 2026. Additional particulars, together with registration info, will probably be introduced nearer to the date. FUTR Planning can even current at USA Monetary’s Chain-of-Secrets and techniques Advisor Convention, to be held September 30 – October 2, 2026 in Grand Rapids, Michigan.

“USA Monetary has constructed one of the vital revered, advisor-first organizations within the {industry}, and so they have persistently proven a willingness to spend money on progressive instruments that assist their advisors develop, which made them precisely the type of accomplice we needed for this subsequent step.”Alex McDougall, Chief Govt Officer of The FUTR Company

“We’re extremely excited to start working with USA Monetary and assist their advisors with a extra scalable method to shopper acquisition and progress. Our mission is to assist advisors spend extra time constructing relationships with certified households and fewer time looking for alternatives. USA Monetary’s dedication to empowering advisors aligns carefully with our imaginative and prescient, and we stay up for delivering progressive options that assist their advisors create significant connections and develop their companies.”Corey Small, Head of Gross sales at FUTR Planning

“We’re enthusiastic about this partnership and what it means for our advisors. A part of our position is to maintain bringing our advisor community new choices for rising their companies, and we’re glad to make FUTR Planning, together with the brand new FUTR Advisor Agent, accessible to advisors who need to discover these instruments as a part of that toolkit.”Mark Mersman, Chief Expertise Officer of USA Monetary

About The FUTR Company

The FUTR Company FTRC (OTCQB: FTRCF) (FSE: QA20), creator of the FUTR Agent App, allows customers to retailer, handle, entry, and monetize their private info and make clever funds. The corporate operates FUTR Funds, which optimizes automobile mortgage and mortgage funds for shoppers and serves mortgage brokers in addition to roughly 180 lively US auto dealerships, and FUTR Planning, a shopper monetary planning platform with roughly 1.0 million plans produced since 2016. For extra info, go to www.thefutrcorp.com.

About USA Monetary

USA Monetary is a complete monetary companies establishment targeted on offering advisors with the sources, assist, and options wanted to assist purchasers pursue their monetary objectives. By its household of corporations, USA Monetary affords funding administration, wealth administration assist, compliance, insurance coverage, expertise, advertising and marketing, and observe growth options to monetary professionals nationwide.

About FutureVault

FutureVault is a number one Doc Intelligence and Digital Vault Platform for BFSI and enterprise wealth administration corporations | Pioneer of the Shopper Life Administration Vault™ | 1,000+ APIs and MCP Connectivity | SOC 2 Sort II & PCI DSS Compliant | 5-Star WealthTech Supplier | Prime 100 World WealthTech Innovator

Cautionary Notice Concerning Ahead-Wanting Info

This press launch incorporates forward-looking info throughout the which means of relevant securities legal guidelines. Such statements contain dangers and uncertainties that might trigger precise outcomes to vary materially. Ahead-looking statements embody, with out limitation, statements concerning the anticipated advantages and scope of the partnership with USA Monetary, the timing and performance of the FUTR Advisor Agent and the FutureVault integration, the timing of the deliberate webinar and convention presentation, and anticipated progress in FUTR’s Agent-Pushed Lead Era engine. The Firm assumes no obligation to replace forward-looking info besides as required by regulation.

Neither the TSX Enterprise Change nor its Regulation Companies Supplier accepts accountability for the adequacy or accuracy of this press launch.

For Additional Info, Please ContactJason Ewart, EVP, at 416-580-0721.

For Investor Relations, please contact ir@thefutrcorp.com.

For extra info concerning USA Monetary, please contact Allison Warner at awarner@usafinancial.com.

For extra info concerning FutureVault, please contact Kristian Borghesan, Chief Advertising Officer – Kris.Borghesan@futurevaultinc.com

Supply: The FUTR Company