NextCapital
Chicago
About NextCapital
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $82.3M
- Funding stage: M&A
- Last round: Series D (Sep 2020)
- Website: nextcapital.com
- Phone: 312-264-7000
Industries & Categories
Finance, FinTech, Retirement, Software
Social Profiles
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