NextCapital
nextcapital.comLocations
Burlington, VT, USA · North Chicago, IL, USA · Chicago, IL, USA
industry
Finance
Size
11 - 50 employees
Stage
Other
founded in
1996
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 is headquartered in Chicago, Illinois.
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