Last activity: 13.07.2023
Categories: PlatformPlanningPersonalServiceRetirementEnterpriseBrokerAnalyticsManagementFinTech
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
Website visits
13.1K /mo.
Employees: 51-200
Total raised: $82M
Founded date: 2014

Investors 6

Funding Rounds 4

22.09.2020Series C$30MFrancisco ...
04.01.2018Series C$30MRoute 66 V...
17.12.2015Series B$16M-

Mentions in press and media 25

13.07.2023Australian mid-market firm Next Capital closes $255.5m fifth...Australian mid-market private equity firm Next Capital has raised A$375 million ($255.5 million) for...dealstreet...
03.04.2022Fintech Roundup: Goldman Sachs buys another startup, Fast hi...Welcome to my weekly fintech-focused column. I’ll be publishing this every Sunday, so in between pos...techcrunch...
30.03.2022SPACs are on the chopping block thanks to the SEC’s latest p...This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign
01.10.2020Chicago startups raised $225M in SeptemberThis is our roundup of Chicago tech and startup companies that received venture capital investments ...bizjournal...
23.09.2020NextCapital Raises $30M in Growth Funding-iacapgroup...
23.09.2020NextCapital raises $30 million Series CChicago-based NextCapital NextCapital Founded: 1996 Headquarters: Chicago, IL, US Total Funding: ...coverager....
22.09.2020NextCapital Raises $30M in Growth FundingNextCapital, a Chicago, IL-based enterprise digital advice company, raised $30m in growth
22.09.2020NextCapital Receives $30 Million Growth Investment Led by Fr...Investments from FP Credit, Oak HC/FT and IA Capital Group to advance retirement income capabilities...franciscop...
22.09.2020NextCapital : Receives $30 Million Growth Investment Led by ...NextCapital, the leader in enterprise digital advice, today announced $30 million in growth financin...marketscre...
22.09.2020Retirement planning platform NextCapital raises $30MChicago tech company NextCapital raised another $30 million for its financial advice platform that a...bizjournal...
Show more

Reviews 0

Sign up to leave a review

Sign up Log In