Next Capital
AcquiredChicago, United States · Founded 2014 · $52.3M raised
- Headquarters
- Chicago
- Employees
- 51–200
- Founded
- 2014
- Business Model
- B2B
- Total Funding
- $52.3M
- Last Round
- $30.0M Growth EquityJan 2022
- Rounds
- 3
- Acquisition Date
- Apr 2022
About
NextCapital operates an open-architecture digital advice platform that helps financial institutions deliver personalized retirement planning and managed accounts to investors across 401(k), IRA, and taxable brokerage channels. The Chicago-based company's technology integrates account aggregation, analytics, planning, and portfolio management, letting partners customize their own advice methodology and fiduciary approach. Goldman Sachs acquired NextCapital in March 2022 after the company had raised over $80M from investors including Oak HC/FT and Francisco Partners.
Summary
Next Capital is a Fintech company based in Chicago, United States, founded in 2014. It has raised $52.3M in total across 3 rounds, most recently a $30.0M Growth Equity round in Jan 2022. Investors include Goldman Sachs, Francisco Partners and FinTech Collective.
Funding History
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Apr 2022
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Series A through Acquisition — per-round amounts, valuations, and who invested in each round.
Investors
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