NextCapital

wealthtech-retailinvestment platforms

FOUNDING YEAR: 1996
LOCATION: United States
Last Update: 17/07/2020

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About

NextCapital provides investment/portfolio management services - 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. Its software helps users plan for retirement and provides a single place for monitoring investment accounts.

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

Company pricing will vary, depending on the specific provider and arrangement.

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

FOUNDERS

Rob Foregger

Dirk Quayle

Rob Foregger

BOARD MEMBERS AND ADVISORS

Dirk Quayle

Rob Foregger

Ben Britt

NUMBER OF EMPLOYEES

11-50

INVESTORS:

AllianceBernstein

FinTech Collective

Kelvingrove Ventures

Manulife Financial

Manulife Financial Corp

Oak HC/FT

Route 66 Ventures

Russell Investments

Transamerica Ventures

Vermont Seed Capital Fund

KEY EMPLOYEES:

Jon Hagen(CTO); John Patterson(CEO)

Momentum

FUNDED

YES

TOTAL FUNDING

$52.3 M

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 M  · Sep 2014

SERIES B  · $16 M  · Dec 2015

SERIES C  · $30 M  · Jan 2018

LISTED

NO

BASICS

FOUNDING YEAR:

1996

LOCATION:

United States

Views:

128 VISITORS | 176 VIEWS
LATEST FUNDING ROUND

$52.3 M

TOTAL EMPLOYEES
11-50

About

NextCapital provides investment/portfolio management services - 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. Its software helps users plan for retirement and provides a single place for monitoring investment accounts.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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