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.

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NEXTCAPITAL

Social Links:

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Industry:

Advice Finance FinTech Retirement Software

Founded:

1996-01-01

Address:

Chicago, Illinois, United States

Country:

United States

Website Url:

http://www.nextcapital.com

Total Employee:

101+

Status:

Active

Contact:

312-264-7000

Email Addresses:

[email protected]

Total Funding:

82.3 M USD

Technology used in webpage:

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Current Advisors List

patricia-kemp_image

Patricia Kemp Board Member @ NextCapital
Board_member

daniel-petrozzo_image

Daniel Petrozzo Board Observer @ NextCapital
Board_observer

ben-britt_image

Ben Britt Board Observer @ NextCapital
Board_observer

scott-david_image

Scott David Board Member @ NextCapital
Board_member
2020-09-01

Current Employees Featured

john-patterson_image

John Patterson
John Patterson CEO & Founder @ NextCapital
CEO & Founder
2014-01-01

jon-hagen_image

Jon Hagen
Jon Hagen CTO & Founder @ NextCapital
CTO & Founder
2014-01-01

rob-foregger_image

Rob Foregger
Rob Foregger Founder @ NextCapital
Founder
2013-08-26

dirk-quayle_image

Dirk Quayle
Dirk Quayle President & Founder @ NextCapital
President & Founder
2014-01-01

john-belcaster_image

John Belcaster
John Belcaster General Counsel & CCO @ NextCapital
General Counsel & CCO
2016-05-01

brian-henerey_image

Brian Henerey
Brian Henerey Director, Security Architecture @ NextCapital
Director, Security Architecture
2020-04-01

Founder

dirk-quayle_image

Dirk Quayle

john-patterson_image

John Patterson

jon-hagen_image

Jon Hagen

rob-foregger_image

Rob Foregger

Acquisitions List

Date	Company	Article	Price
2014-01-22	Business Logic Corporation	Business Logic Corporation acquired by NextCapital	N/A

Investors List

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Oak HC/FT

Oak HC/FT investment in Series D - NextCapital

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IA Capital Group

IA Capital Group investment in Series D - NextCapital

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FP Credit

FP Credit investment in Series D - NextCapital

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Route 66 Ventures

Route 66 Ventures investment in Series C - NextCapital

transamerica-ventures_image

Transamerica Ventures

Transamerica Ventures investment in Series C - NextCapital

oak-hc-ft-partners_image

Oak HC/FT

Oak HC/FT investment in Series C - NextCapital

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Vermont Center for Emerging Technologies

Vermont Center for Emerging Technologies investment in Series C - NextCapital

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Manulife Financial

Manulife Financial investment in Series C - NextCapital

route-66-ventures_image

Route 66 Ventures

Route 66 Ventures investment in Series B - NextCapital

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Russell Investments

Russell Investments investment in Series B - NextCapital

Official Site Inspections

http://www.nextcapital.com Semrush global rank: 1.15 M Semrush visits lastest month: 27.68 K

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