Tags:AnalyticsBrokerEnterpriseFinTechManagementPersonalPlanningPlatformServiceWebsite
NextCapital is an enterprise digital advice company whose mission is to help everyone retire successfully. NextCapital partners with world-class financial institutions to deliver personalized planning and managed accounts to individual investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. NextCapital’s highly configurable, 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 headquartered in Chicago, IL. Click here to visit the NextCapital website
Total raised: $82M

Investors 3

Funding Rounds 4

DateSeriesAmountInvestorsDeal News
22.09.2020Series C$30MFrancisco ...NextCapita...
04.01.2018Series C$30MOak HC/FTOak HC/FT ...
17.12.2015Series B$16M-NextCapita...
03.09.2014-$6M-NextCapita...

Mentions in press and media 15

DateTitleDescriptionCategoryAuthorSource
01.10.2020Chicago st...This is our roundup of Chicago...Stories R...-bizjournal...
23.09.2020NextCapita... announced a $30 million financing round, bringing its total funding to $85 million. The financing was led by FP Credit, the credit investment arm of Francisco P ...">Chicago-based NextCapital Next...--coverager....
22.09.2020NextCapita...NextCapital, a Chicago, IL-bas...USA-finsmes.co...
22.09.2020NextCapita...Investments from FP Credit, Oa...Press Rele...-franciscop...
22.09.2020Retirement...Chicago tech company NextCapit...Stories F...-bizjournal...
31.01.2018VC Funding...Chicago-area tech and startup ...Stories F...-bizjournal...
04.01.2018Term Sheet...TAKING A HIATUS Good morning,...--fortune.co...
04.01.2018NextCapita...NextCapital officially announc...Stories F...-bizjournal...
04.01.2018Oak HC/FT ...NextCapital, the leader in ent...--citybizlis...
04.01.2018NextCapita...NextCapital, a Chicago, IL-bas...USA-finsmes.co...
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