NextCapital

NextCapital

NextCapital is a provider of enterprise digital advice. 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. The company's open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles. Our mission is to help everyone retire successfully.

Total funding
~$82M
HQ 🇺🇸
Chicago, United States
Status
Alive
People
John Belcaster
Chief Commercial Officer
Wayne Kim
Chief Compliance Officer
Mike Sebastian
Chief Investment Officer
Nik Bergenske
Chief Financial Officer
Kevin Donnelly
Chief Operating Officer
Investors
Francisco Partners
IA Capital Group
Oak HC/FT Partners
AllianceBernstein
Manulife Financial
State Street
Vermont Seed Capital Fund
Route 66 Ventures
Russell Investments
Transamerica Ventures
FinTech Collective
Kelvingrove Ventures
Categories
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