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
Member count: 51-200
Total raised: $82M
Founded date: 2014
Investors 6
| Date | Name | Website |
| 24.09.2020 | Francisco ... | franciscop... |
| 23.09.2020 | IA Capital... | iacapgroup... |
| - | Kensington... | kensington... |
| - | Route 66 V... | route66ven... |
| - | Transameri... | transameri... |
| - | FinTech Co... | fintech.io |
Funding Rounds 4
| Date | Series | Amount | Investors | Deal News |
| 22.09.2020 | Series C | $30M | Francisco ... | finsmes.co... |
| 04.01.2018 | Series C | $30M | Route 66 V... | citybizlis... |
| 17.12.2015 | Series B | $16M | - | bizjournal... |
| 03.09.2014 | - | $6M | - | finsmes.co... |
Mentions in press and media 24
| Date | Title | Description | Category | Author | Source |
| 03.04.2022 | Fintech Ro... | Welcome to my weekly fintech-f... | baas, Fast... | Mary Ann A... | techcrunch... |
| 30.03.2022 | SPACs are ... | This is the web version of Ter... | - | - | fortune.co... |
| 01.10.2020 | Chicago st... | This is our roundup of Chicago... | Stories R... | - | bizjournal... |
| 23.09.2020 | NextCapita... | Chicago-based NextCapital Next... | - | - | coverager.... |
| 23.09.2020 | NextCapita... | - | - | - | iacapgroup... |
| 22.09.2020 | NextCapita... | Investments from FP Credit, Oa... | Press Rele... | - | franciscop... |
| 22.09.2020 | Retirement... | Chicago tech company NextCapit... | Stories F... | - | bizjournal... |
| 22.09.2020 | NextCapita... | NextCapital, the leader in ent... | - | - | marketscre... |
| 22.09.2020 | NextCapita... | CHICAGO, IL, NextCapital has... | - | - | vcnewsdail... |
| 22.09.2020 | NextCapita... | NextCapital, a Chicago, IL-bas... | USA | - | finsmes.co... |
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