Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

NextCapital
328 S. Jefferson Street, Suite 920
Chicago, IL 60661
Phone: 312-264-7000

NextCapital is the leader in enterprise digital advice. 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. Our open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles. NextCapital powers digital advice strategies for leading world-class brands such as Russell Investments and Transamerica.

Key Contact
Name
John Patterson
Title
Founder and CEO
Funding Events

Date
Amount
Type
Investors
Valuation
12/17/15 $16,000,000 Series B AllianceBernstein
Manulife
Route 66 Ventures
undisclosed
01/04/18 $30,000,000 Series C Manulife
Route 66 Ventures
Vermont Seed Capital Fund
undisclosed
09/22/20 $30,000,000 Growth Francisco Partners
IA Capital Group
Oak HC/FT
undisclosed