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NextCapital

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United States

Founded in

1996 (29 Years)

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2.67

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Get to know NextCapital

NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.

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Industry

  • Financial Other Service
  • Financial Wealth Management
  • Technology Software Development

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