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.
NEXTCAPITAL
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
Total Funding:
82.3 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Google Tag Manager Content Delivery Network Google Universal Analytics
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Current Advisors List
Board_member
Board_observer
Board_observer
Board_member
2020-09-01
Current Employees Featured
John Patterson CEO & Founder @ NextCapital
CEO & Founder
2014-01-01
Jon Hagen CTO & Founder @ NextCapital
CTO & Founder
2014-01-01
Rob Foregger Founder @ NextCapital
Founder
2013-08-26
Dirk Quayle President & Founder @ NextCapital
President & Founder
2014-01-01
John Belcaster General Counsel & CCO @ NextCapital
General Counsel & CCO
2016-05-01
Brian Henerey Director, Security Architecture @ NextCapital
Director, Security Architecture
2020-04-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2014-01-22 | Business Logic Corporation | Business Logic Corporation acquired by NextCapital | N/A |
Investors List
Oak HC/FT
Oak HC/FT investment in Series D - NextCapital
IA Capital Group
IA Capital Group investment in Series D - NextCapital
FP Credit
FP Credit investment in Series D - NextCapital
Route 66 Ventures
Route 66 Ventures investment in Series C - NextCapital
Transamerica Ventures
Transamerica Ventures investment in Series C - NextCapital
Oak HC/FT
Oak HC/FT investment in Series C - NextCapital
Vermont Center for Emerging Technologies
Vermont Center for Emerging Technologies investment in Series C - NextCapital
Manulife Financial
Manulife Financial investment in Series C - NextCapital
Route 66 Ventures
Route 66 Ventures investment in Series B - NextCapital
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
- Host name: 204.4.187.254
- IP address: 204.4.187.254
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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