Mr. Jason Ewart reports

FUTR ANNOUNCES PARTNERSHIP WITH USA FINANCIAL TO LAUNCH AI AGENT-DRIVEN CLIENT LEAD GENERATION AND FINANCIAL PLANNING SOLUTIONS

The Futr Corp. has formed a strategic partnership with USA Financial to launch agent-driven lead generation and financial planning solutions for USA Financial's adviser network, delivered through Futr Planning, the company's consumer financial planning platform. Under the partnership, USA Financial, a national wealth management firm with over 225 independent adviser offices throughout the United States and a widely recognized innovator and leader in adviser support and customer acquisition, has made Futr Planning available to its adviser network. The partnership gives USA Financial advisers a company-supported channel to reach and evaluate prospective clients through Futr Planning.

Highlights

• USA Financial, a national wealth management firm with over 225 independent adviser offices throughout the United States, expands distribution of Futr's agent-driven lead generation business by making Futr Planning's consumer lead generation and financial planning tools available to its adviser network.
• USA Financial provides its advisers with their GrowthKeeper program, a marketing reimbursement program advisers can leverage to help keep their pipeline full.
• The partnership is expected to meaningfully expand the reach of Futr's agent-driven lead generation engine and grow adoption of the Futr Agent App across a nationwide network of independent advisers and households.
• Expanding Futr's lead generation distribution.

The partnership is a direct expansion of distribution for Futr's agent-driven lead generation business, currently delivered through Futr Planning's consumer engagement platform, which USA Financial's advisors may choose to leverage to connect with and evaluate prospective clients as part of their own practices. Through its GrowthKeeper program, USA Financial provides marketing reimbursement to affiliated professionals to help with the continuing growth of their practices. The partnership adds to a base of over 400 paying advisers already using Futr Planning today, and is expected to meaningfully expand the reach of Futr's agent-driven lead generation engine, pairing Futr Planning's high-intent consumer base with an established, nationwide network of independent financial advisers. Consistent with Futr's broader platform strategy, every consumer who completes a plan through Futr Planning also becomes a user of the Futr Agent App, Futr's platform for helping consumers store, manage, access and monetize their personal information, extending Futr's relationship with that consumer well beyond the initial referral.

Futr adviser agent

As part of the collaboration, each participating USA Financial advisor will also gain access to a dedicated Futr adviser agent. The AI-powered tool is designed to help advisers evaluate incoming consumer leads, model, and adjust client savings and retirement plans, identify additional sales opportunities within a client's financial profile, and draft outreach and sales scripts, streamlining how advisers convert leads into continuing client relationships.

Prospect digital vaults and FutureVault integration

Beginning in the fourth quarter of 2026, USA Financial advisers will be able to create individual prospect digital vaults and securely manage client documents and data through a planned integration with FutureVault, an industry-leading pioneer of intelligent document infrastructure delivered through its digital vault platform. FutureVault is already an approved and compliance-vetted vendor within the USA Financial ecosystem, giving advisers a clear path to adoption from day 1. Futr, which was spun out of FutureVault in March, 2025, expects the integration to extend the partnership's value beyond lead generation into continuing client and document management for advisers.

Webinar and conference appearance

Futr and USA Financial plan to host a joint webinar to introduce the Futr Planning platform to advisers and walk through onboarding, currently targeted for October, 2026. Further details, including registration information, will be announced closer to the date. Futr Planning will also present at USA Financial's Chain-of-Secrets Advisor Conference, to be held Sept. 30 to Oct. 2, 2026, in Grand Rapids, Mich.

"USA Financial has built one of the most respected, adviser-first organizations in the industry, and they have consistently shown a willingness to invest in innovative tools that help their advisers grow, which made them exactly the kind of partner we wanted for this next step."

Alex McDougall, chief executive officer of The Futr

"We're incredibly excited to begin working with USA Financial and support their advisers with a more scalable approach to client acquisition and growth. Our mission is to help advisers spend more time building relationships with qualified households and less time searching for opportunities. USA Financial's commitment to empowering advisors aligns closely with our vision, and we look forward to delivering innovative solutions that help their advisors create meaningful connections and grow their businesses."

Corey Small, head of sales at Futr Planning

"We're excited about this partnership and what it means for our advisers. Part of our role is to keep bringing our adviser network new options for growing their businesses, and we're glad to make Futr Planning, along with the new Futr adviser agent, available to advisers who want to explore these tools as part of that toolkit."

Mark Mersman, chief experience officer of USA Financial

About The Futr Corp.

The Futr, creator of the Futr Agent App, enables users to store, manage, access, and monetize their personal information and make intelligent payments. The company operates Futr Payments, which optimizes car loan and mortgage payments for consumers and serves mortgage brokers as well as approximately 180 active U.S. auto dealerships, and Futr Planning, a consumer financial planning platform with approximately 1.0 million plans produced since 2016.

About USA Financial

USA Financial is a comprehensive financial services institution focused on providing advisors with the resources, support and solutions needed to help clients pursue their financial goals. Through its family of companies, USA Financial offers investment management, wealth management support, compliance, insurance, technology, marketing and practice development solutions to financial professionals nationwide.

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