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
Location: United States, Illinois, Chicago
Employees: 51-200
Total raised: $82M
Founded date: 2014
Investors 7
Funding Rounds 4
| Date | Series | Amount | Investors |
| 22.09.2020 | Series C | $30M | Francisco ... |
| 04.01.2018 | Series C | $30M | Oak HC/FT |
| 17.12.2015 | Series B | $16M | - |
| 03.09.2014 | - | $6M | - |
Mentions in press and media 27
| Date | Title | Description |
| 12.11.2024 | The Rising Tide of Tech Investments: A Look at Education and AI | In the fast-paced world of technology, two sectors are making waves: education and artificial intelligence (AI). Both are reshaping landscapes, drawing investments, and capturing imaginations. Let’s dive into the currents driving these chan... |
| 11.11.2024 | 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... |
| 13.07.2023 | 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. |
| 03.04.2022 | 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... |
| 30.03.2022 | 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... |
| 01.10.2020 | 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 info@chicagoinno.com. To get funding updates in your inbox each day, sign up for the... |
| 23.09.2020 | NextCapital Raises $30M in Growth Funding | - |
| 23.09.2020 | 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... |
| 22.09.2020 | NextCapital Raises $30M in Growth Funding | NextCapital, a Chicago, IL-based enterprise digital advice company, raised $30m in growth financing. The round, which brings total funding to $85m, was led by FP Credit, the credit investment arm of Francisco Partners, a global investment f... |
| 22.09.2020 | NextCapital Receives $30 Million Growth Investment Led by Francisco Partners | Investments from FP Credit, Oak HC/FT and IA Capital Group to advance retirement income capabilities and growth partnerships CHICAGO -- NextCapital, the leader in enterprise digital advice, today announced $30 million in growth financing, ... |
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