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Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere.
NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high net worth investor.
Innovative and inclusive.
At NextCapital, our mission is to help everyone retire successfully. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.
Learn more about NextCapital at www.themuse.com/companies/nextcapital
NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high net worth investor.
Innovative and inclusive.
At NextCapital, our mission is to help everyone retire successfully. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.
Learn more about NextCapital at www.themuse.com/companies/nextcapital
Overview
Location
United States, Illinois, Chicago
Employees
51-200
Total raised
$82M
Founded date
2014
Investors 7
| Date | Name | Website |
| Sign up to see | Sign up to see | Sign up to see |
| Sep 23, 2020 | IA Capital Group | iacapgroup.com |
| Kensington Capital Holdings | kensingtoncapital.com | |
| Route 66 Ventures | r66.vc | |
| Route 66 Ventures | route66ventures.com | |
| Transamerica Ventures | transamericaventures.com | |
| FinTech Collective | fintech.io |
Funding Rounds 4
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Jan 4, 2018 | Series C round | $30M | |
| Dec 17, 2015 | Series B round | $16M | |
| Sep 3, 2014 | Funding round | $6M |
Mentions in press and media 27
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Nov 11, 2024 | Deals in brief: Crimson Education raises Series D funding, MUIP backs Japanese ridesharing platform Newmo, latest China deals, and more | Crimson Education raises SGD 53.5 million in Series D funding Crimson Education, an edtech company with a significant presence in Singapore, has raised SGD 53.5 million (USD 40.2 million) in a Series D funding round led by Movac, with parti... |
| Jul 13, 2023 | Australian mid-market firm Next Capital closes $255.5m fifth fund | Australian mid-market private equity firm Next Capital has raised A$375 million ($255.5 million) for its fifth fund and is reportedly locking a second investment for the vehicle. |
| Apr 3, 2022 | Fintech Roundup: Goldman Sachs buys another startup, Fast hits a speed bump and BaaS gets hotter | Welcome to my weekly fintech-focused column. I’ll be publishing this every Sunday, so in between posts, be sure to listen to the Equity podcast and hear Alex Wilhelm, Natasha Mascarenhas and me riff on all things startups! And if you want t... |
| Mar 30, 2022 | SPACs are on the chopping block thanks to the SEC’s latest proposal | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. It may be the end of the road for SPACs. Paid Content How to harness stakeholder trust in trouble... |
| Oct 1, 2020 | Chicago startups raised $225M in September | This is our roundup of Chicago tech and startup companies that received venture capital investments during the last month. If we missed one, let us know at [email protected]. To get funding updates in your inbox each day, sign up for the... |
| Sep 23, 2020 | NextCapital Raises $30M in Growth Funding | |
| Sep 23, 2020 | NextCapital raises $30 million Series C | Chicago-based NextCapital NextCapital Founded: 1996 Headquarters: Chicago, IL, US Total Funding: $82.3M See full company profile "> announced a $30 million financing round, bringing its total funding to $85 million. The financing wa... |
| Sep 22, 2020 | NextCapital Receives $30M Growth Round | CHICAGO, IL, NextCapital has announced $30 million in growth financing, bringing the company's total funding to $85 million. >> Click here for more funding data on NextCapital >> To export NextCapital funding data to PDF and... |
| Sep 22, 2020 | Retirement planning platform NextCapital raises $30M | Chicago tech company NextCapital raised another $30 million for its financial advice platform that aims to help people with retirement. The Series D round was led by FP Credit, the credit investment arm of Francisco Partners. Other backers ... |
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FAQ about NextCapital
When was NextCapital founded?
NextCapital was founded in 2014.
How much funding has NextCapital raised?
NextCapital has raised $82M in total across 4 funding rounds.
What funding rounds has NextCapital raised?
Parsers VC lists 4 funding rounds of NextCapital, among them a Series C round of $30M on Jan 4, 2018, a Series B round of $16M on Dec 17, 2015 and a funding round of $6M on Sep 3, 2014.
Who has invested in NextCapital?
Parsers VC lists 7 investors of NextCapital, among them IA Capital Group, Kensington Capital Holdings and Route 66 Ventures.
What has the press written about NextCapital?
Parsers VC has collected 27 articles mentioning NextCapital, among them “Deals in brief: Crimson Education raises Series D funding, MUIP backs Japanese ridesharing platform Newmo, latest China deals, and more” (Nov 11, 2024) and “Australian mid-market firm Next Capital closes $255.5m fifth fund” (Jul 13, 2023).
Is NextCapital still active?
Yes, NextCapital is active; its latest activity on Parsers VC dates from Nov 11, 2024.