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
Employees: 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 |
| 22.09.2020 | Series C | $30M | Francisco ... |
| 04.01.2018 | Series C | $30M | Route 66 V... |
| 17.12.2015 | Series B | $16M | - |
| 03.09.2014 | - | $6M | - |
Mentions in press and media 25
| Date | Title | Description | Source |
| 13.07.2023 | Australian 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... |
| 03.04.2022 | Fintech 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... |
| 30.03.2022 | SPACs 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 ... | fortune.co... |
| 01.10.2020 | Chicago startups raised $225M in September | This is our roundup of Chicago tech and startup companies that received venture capital investments ... | bizjournal... |
| 23.09.2020 | NextCapital Raises $30M in Growth Funding | - | iacapgroup... |
| 23.09.2020 | NextCapital raises $30 million Series C | Chicago-based NextCapital NextCapital Founded: 1996 Headquarters: Chicago, IL, US Total Funding: ... | coverager.... |
| 22.09.2020 | NextCapital Raises $30M in Growth Funding | NextCapital, a Chicago, IL-based enterprise digital advice company, raised $30m in growth financing.... | finsmes.co... |
| 22.09.2020 | NextCapital 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... |
| 22.09.2020 | NextCapital : Receives $30 Million Growth Investment Led by ... | NextCapital, the leader in enterprise digital advice, today announced $30 million in growth financin... | marketscre... |
| 22.09.2020 | Retirement planning platform NextCapital raises $30M | Chicago tech company NextCapital raised another $30 million for its financial advice platform that a... | bizjournal... |
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