NextCapital
formerly Next CapitalAcquiredNextCapital was founded in 1996, is headquartered in Chicago, United States, lists 51–200 employees, and has $118.3M in recorded funding across 6 rounds.
- Headquarters
- Chicago, Illinois
- Employees
- 51–200
- Founded
- 1996
- Business Model
- B2B
- Website
- nextcapital.com
- Total Funding
- $118.3M
- Last Round
- $30.0M Growth EquityJan 2022
- Rounds
- 6
- Acquisition Date
- Apr 2022
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 6 funding rounds and 9 investors for this company. The full record is or through the API.
About
NextCapital Group Inc. was a Chicago-based digital advice and managed accounts platform that helped financial institutions deliver personalized retirement planning to individual investors. Founded in 1996, the company built an open-architecture digital retirement advice solution offering integrated account aggregation, analytics, planning, and portfolio management capabilities. NextCapital served as a B2B technology provider, partnering with large financial institutions, recordkeepers, and retirement plan sponsors to deliver automated, individualized advice to participants in 401(k) and other workplace retirement plans. NextCapital raised multiple rounds of funding including a $30 million Series D in September 2020. In March 2022, Goldman Sachs announced its acquisition of NextCapital, which was completed in August 2022.
Summary
NextCapital is a Fintech company based in Chicago, United States, founded in 1996. It lists 51–200 employees. It has raised $118.3M in total across 6 rounds, most recently a $30.0M Growth Equity round in Jan 2022. Investors include Francisco Partners, Oak HC/FT and Transamerica Ventures.
Funding & Exit History
Apr 2022
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Funding: Series A through Growth Equity. Amounts, valuations, and investors where available.
Investors
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