ProNvest
ProNvest is an independent registered investment advisor (RIA), now operating as Future Capital, that delivers managed account and investment advisory services to financial professionals through banks and retirement providers in the United States.
- Company typePrivate
- Founded2000
- HeadquartersChattanooga, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What ProNvest does
ProNvest, LLC is a registered investment advisor (RIA) founded in 2000 and headquartered in Chattanooga, Tennessee, that delivers managed account and investment advisory services. The firm historically distributed its platform through banks and retirement providers and targeted financial professionals responsible for regulatory compliance, providing them with informational, educational, and account-management resources. As of 2024, ProNvest has rebranded to Future Capital and now operates as ProNvest, LLC dba Future Capital, with the user-facing account dashboard hosted at futurecapital.com.
The company's core product is an investment advisory platform offering account enrollment, login, and management functionality for financial professional users. No proprietary technology stack, APIs, mobile applications, AI/ML capabilities, or third-party integrations are disclosed in available source material; the platform appears to be a standard web-based RIA portal. There are no documented patents, certifications beyond the RIA registration, or named enterprise customers.
The business model is a B2B RIA serving financial professionals through institutional partnerships with banks and retirement providers, though specific pricing models, revenue mechanics, fee schedules, or partnership economics are not publicly disclosed. With only 11–50 employees and one disclosed $2M institutional round in 2019 from Relevance Ventures, ProNvest operates at a small-company scale with minimal public capital markets activity. Ownership, capitalization, and management depth beyond President Jay Jumper are not disclosed.
ProNvest firmographics
Firmographics- Name
- ProNvest
- Legal name
- ProNvest, LLC
- Website
- https://pronvest.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ProNvest is an independent registered investment advisor (RIA), now operating as Future Capital, that delivers managed account and investment advisory services to financial professionals through banks and retirement providers in the United States.
- Ownership category
- akta.pro rank
ProNvest industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where ProNvest is headquartered
LocationHeadquarters
- HQ city
- Chattanooga
- HQ country
- United States
- HQ region
- North America
Markets served
ProNvest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
ProNvest product offering
Product offeringCore offering
ProNvest, LLC (operating as Future Capital since 2024) is a registered investment advisor that provides investment advisory services and educational resources to financial professionals through a web-based dashboard at futurecapital.com. The firm offers managed account services delivered via banks and retirement providers, enabling financial professionals to access advisory tools and account management for their clients.
Product overview
ProNvest offers investment advisory services through its Future Capital brand. The company operates as a unified platform providing account access and management for financial professionals. ProNvest, LLC dba Future Capital is a registered investment advisor offering services primarily through its web-based dashboard accessible at futurecapital.com.
Differentiator
Problem solved
Functional benefit
Products and services
- Future Capital Investment Advisory Platform
Companies that use ProNvest
Customer profileSegments1 record
Ideal customer profiles1 record
ProNvest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ProNvest partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
ProNvest competitors and assessment
Company assessmentEmerging players
- Betterment: Betterment offers managed-account and digital advisory services with a B2B platform channel serving advisors and workplace retirement plans. Comparable to ProNvest because both deliver managed-account infrastructure to financial professionals, though Betterment is more consumer-direct.
- Wealthfront: Wealthfront operates a managed-account and financial planning platform with workplace 401(k) offerings. Comparable to ProNvest as a tech-enabled managed-account provider serving financial-professional and retirement channels.
- Vestwell: Vestwell provides a digital platform for retirement plan administration, including managed-account capabilities, distributed through financial institutions. Comparable because it serves the bank-and-retirement-provider channel that ProNvest targets, though with a more technology-software orientation.
Direct peers
- AssetMark: AssetMark is a managed-account platform serving financial advisors and institutional partners. It is directly comparable to ProNvest because both deliver turnkey managed-account infrastructure through third-party distribution channels rather than direct-to-consumer.
- Orion Advisor Solutions: Orion offers advisor technology and managed-account capabilities for financial professionals. Comparable to ProNvest because both serve the financial-professional segment with platform-style investment offerings.
- Envestnet: Envestnet provides wealth management technology and managed-account solutions to advisors and institutions. It competes in the same managed-account platform category as ProNvest, though at significantly greater scale.
Broad incumbents
- Empower Retirement: Empower is a large retirement-plan recordkeeper and managed-account provider serving employer-sponsored plans and individual participants. Comparable as an incumbent in the same retirement-provider distribution channel that ProNvest serves.
- Morningstar Managed Portfolios: Morningstar offers managed-portfolio and model-portfolio solutions through advisor and retirement channels. Comparable as a broad incumbent providing managed-account infrastructure where ProNvest operates.
- Fidelity Institutional Wealth Services: Fidelity Institutional provides managed-account and custodial services to RIAs and retirement plan providers. Comparable as an incumbent operating broadly in the same institutional managed-account space where ProNvest plays.
- Schwab Managed Account Services: Charles Schwab offers managed-account programs for advisors and retirement plan sponsors through Schwab Institutional. Comparable because it competes in the same managed-account distribution channel as ProNvest, but as part of a much broader brokerage and custody franchise.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks6 records
Key highlights5 records
Customer concentration
ProNvest social profiles
Digital presenceProNvest compliance and trust
Trust signalCompliance1 record
ProNvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProNvest leadership team
Management profileNumber of profiles
Profiles1 record
ProNvest funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProNvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ProNvest
What does ProNvest do?
ProNvest, LLC (operating as Future Capital since 2024) is a registered investment advisor that provides investment advisory services and educational resources to financial professionals through a web-based dashboard at futurecapital.com. The firm offers managed account services delivered via banks and retirement providers, enabling financial professionals to access advisory tools and account management for their clients.
Is ProNvest a public or private company?
ProNvest is a private company. It is classified as venture growth investor backed and is currently operating.
When was ProNvest founded?
ProNvest was founded in 2000. It employs 11 to 50 people.
Where is ProNvest based?
ProNvest is headquartered in Chattanooga, United States, in the North America region.
Who are ProNvest's main competitors?
Emerging players on record are Betterment, Wealthfront and Vestwell. Direct peers are AssetMark, Orion Advisor Solutions and Envestnet. Broad incumbents are Empower Retirement, Morningstar Managed Portfolios, Fidelity Institutional Wealth Services and Schwab Managed Account Services.
Does ProNvest have an API?
No public API is recorded for ProNvest.
What industry is ProNvest in?
ProNvest's product category is Investment Advisory. Its primary akta.pro industry code is FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.