NextCapital
nextcapital.comLocations
North Chicago, IL, USA · Chicago, IL, USA
industry
Community and Lifestyle · Finance · Media · Software
Size
11-50 employees
Stage
Series C+
founded in
2014
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.
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