NextCapital nextcapital.com


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NextCapital is a provider of enterprise digital advice. 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. The company's open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.

NextCapital is a provider of enterprise digital advice. 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 broke...Show all

Company (Alive / Active)

Phone: 312-264-7000

Fax:

104 S. Michigan Ave
Suite 1400
Chicago, 60603
Illinois, United States

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Total Funding Date of Last Funding
NextCapital $52.1M Dec 28, 2017

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Investors

Investor Investor Type Location Participating Rounds
AllianceBernsteinAsset/Investment ManagementNew York, New York, United StatesSeries C, Series B
Manulife FinancialDiversified Financial ServicesToronto, Ontario, CanadaSeries C, Series B
FinTech CollectiveVenture CapitalNew York, New York, United StatesSeries B, Series A
Oak HC/FT PartnersGrowth EquityGreenwich, Connecticut, United StatesSeries C
Kelvingrove VenturesVenture CapitalNew York, New York, United StatesSeries B, Series A
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Patents