CHATTANOOGA, TENN., March 22, 2024 - Future Capital, a leading WealthTech solution specializing in helping advisors manage held-away 401(k) accounts, is pleased to announce the promotion of Matt Harb to the position of Chief Operating Officer (COO), effective immediately.
As COO, Harb will be responsible for optimizing Future Capital's operational processes, leading cross-functional teams, and implementing strategies to support the company's rapid expansion. His deep understanding of the WealthTech industry and his proven track record of driving product innovation will be instrumental in scaling Future Capital's offerings and delivering exceptional value to advisors and their clients.
Harb brings a wealth of experience in product and program management to his new position. Prior to joining Future Capital, he served as Director of Product Management at BellHop, Director of Product at Hemster, Principal Product Manager at Visible, and Program Lead at Lyft. His expertise in these senior roles has equipped him with the skills necessary to lead Future Capital's operations and drive the company's strategic vision forward.
Future Capital specializes in helping advisors manage held-away 401(k) accounts, providing personalized services for retirement plan participants. The company's unique capability enables financial advisors to seamlessly manage their clients' held-away 401k assets, even without a direct relationship with the plan sponsor or plan provider. This allows advisors to offer more comprehensive financial planning and investment management services to their clients.
"Matt has been an integral part of our team for the past year, consistently demonstrating his exceptional leadership skills, strategic vision, and dedication to our company's success," said Jay Jumper, Founder and CEO of Future Capital. "With Matt's promotion, we are embarking on a new chapter of growth and success, and I am confident that under his leadership, Future Capital will reach new heights of excellence in serving advisors and their clients."
Future Capital recently partnered with TLG Advisors to offer enhanced services designed to improve retirement outcomes for participants, enabling TLG Advisors to seamlessly manage their existing wealth clients' held-away 401(k) assets.
About Future Capital
Future Capital is an industry-leading WealthTech firm with a superior 20-year track record of empowering advisors and investors with advanced digital tools, customized 401(k) managed account solutions, and essential personalized guidance 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, advisors, and recordkeepers, to advisors, plan sponsors, and plan participants. For more information about our industry-leading solutions, please visit www.FutureCapital.com.