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NextCapital logo — Our mission is to help everyone retire successfully.

NextCapital

Our mission is to help everyone retire successfully.

Founded 2014 United States Chicago, United States 20 employees Series D Total: $82.30M Finance, Fintech

General Information

Company Name NextCapital
Founded Year 2014
Location United States Chicago, United States
Employees 20
Industries Finance, Fintech
Funding Stage Series D
Social

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About NextCapital

NextCapital, founded in 1996, is a leading digital advice platform in the finance and fintech industries. The company's mission, as stated in their slogan, is "Our mission is to help everyone retire successfully." The firm partners with financial institutions to offer personalized planning and managed accounts across various channels, including 401(k), IRA, and taxable brokerage accounts. NextCapital recently secured a $30.00M Series D investment on 22 September 2020, with Oak HC/FT, Francisco Partners, and IA Capital Group as the investors. The company's open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management. This allows partners to customize advice methodology and fiduciary roles. Moreover, NextCapital emphasizes an innovative and inclusive workplace, envisioning themselves to be the most investor-centric company. They aim to foster a collaborative environment where individuals can bring their whole selves to work. Overall, NextCapital is committed to helping everyone find their optimal path to a secure retirement, making the company an attractive opportunity for investors seeking to support impactful solutions in the finance and fintech sectors. For further information, visit www.themuse.com/companies/nextcapital.

Business keywords: digital advice, retirement planning, financial institutions, managed accounts, investment, account aggregation, portfolio management, fiduciary roles, open-architecture, workplace diversity, employee engagement, secure retirement, innovation, inclusive culture

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series D $30.00M 3
Oak HC/FT Francisco Partners IA Capital Group
Oak HC/FT, Francisco Partners +1
22 Sep 2020
Series C $30.00M 5
Oak HC/FT Route 66 Ventures Transamerica Ventures
Oak HC/FT, Route 66 Ventures +3
04 Jan 2018
Series B $16.00M 2
Route 66 Ventures
Route 66 Ventures, Russell Investments
17 Dec 2015
Series A $6.30M -
02 Sep 2014

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FAQ About NextCapital

Our mission is to help everyone retire successfully.
NextCapital was founded in 2014.
NextCapital is headquartered in Chicago, United States.
NextCapital operates in Finance and Fintech. Its work centres on digital advice, retirement planning, financial institutions and managed accounts.
NextCapital has approximately 20 employees.
NextCapital has completed 4 funding rounds, raising a total of $82.30M. The latest funding stage is Series D.
Top alternatives and competitors to NextCapital include Belvo, Wealthminder, ABAKA Holdings, Whitebox - Ihre digitale Vermögensverwaltung, AdviceBridge. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
NextCapital and Belvo are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for NextCapital, https://bouncewatch.com/company/nextcapital, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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