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NextCapital

Financial Services

Specialities :
Portfolio management
Retirement
Account aggregation
Fintech
Managed accounts

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$30.0M
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About NextCapital

What does Nextcapital do?+

NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firms open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles. An innovative and inclusive workplace At NextCapital, our vision is to be the most investor-centric company, where everyone can find and follow their optimal path to a secure retirement. To do that, we want to...

What are Nextcapital's specialties? +

Portfolio management,retirement,account aggregation,fintech,managed accounts,and financial planning

What is Nextcapital's industry? +

Nextcapital operates in the Financial services industry.

What is Nextcapital's revenue? +

Nextcapital's revenue is 11m - 100m

What is Nextcapital's company size? +

Nextcapital has 11 - 50 employees.

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