Founded in 1997 and rebranded as NextCapital in 2013, the company is a pioneer in enterprise digital advice. Its core business is providing a configurable, white-label software platform that allows financial partners—such as asset managers, insurance companies, and recordkeepers—to offer personalized retirement planning and managed account solutions to their clients. The platform integrates proprietary advice methodology and technology to help individuals optimize their retirement savings. In 2022, NextCapital was acquired by Goldman Sachs to be integrated into its Personal Financial Management (PFM) group, aiming to expand its services to the workplace and independent advisor channels.

Founded in

United States