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NextCapital logo

NextCapital

Recent Finacing

Equity

Recent Raise

$30M

NextCapital is an enterprise digital advice platform providing configurable, multi-channel automated financial advice, portfolio planning and managed accounts for 401(k), IRA and taxable accounts, integrated with recordkeepers and custodians.

Founded 1996
Illinois, United States
101-250
Private
nextcapital.com

Highlights

Focus Areas

Finance
FinTech
Retirement
Software

Recent Investors

Oak HC/FT logo
Vermont Seed Capital Fund logo
Manulife logo
Transamerica Ventures logo
Route 66 Ventures logo
Russell Investments logo
IA Capital Group logo
Francisco Partners logo
K
AllianceBernstein logo
FinTech Collective logo

Financials

$82M

Total Raised

4

Funding rounds

11

Investors


Team

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See the team members at NextCapital.