• FOUNDING YEAR: 1997
    LOCATION:
    United States
    REGION:
    IL
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
The company provides digital financial advisor-401(k) managed accounts, portfolio dashboard and wealth forecasting advisory services for institution investors. It helps its clients in understanding how their investments are performing relative to their own investment strategy.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Brokers, Dealers, Investment managers, Insurance Companies, Retail investors
EXISTING PARTNERSHIPS:
Street Journal Digital Network,AonHewitt,PIMCO
COMMENT
The digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.

PEOPLE

MEDICI analysts will analyze NextCapital soon

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$52.3 Millions
DATE OF LAST FUNDING:
Jan 2018
TOTAL FUNDING COMMENT:
The company is planning to use the fund for expand into new markets (Jan 2018).
FUNDING SERIES:
SERIES A
$6.3 Millions Closed: Sep 2014
SERIES B
$16 Million Closed: Dec 2015
SERIES C
$30 Millions Closed: Jan 2018
LISTED:
NO

MOST VIEWED RESEARCH


RECENT RESEARCH