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NextCapital
NextCapital
nextcapital.com

Locations

Chicago, IL, USA · North 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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