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NextCapital
Delivering personal, objective, and world-class portfolio management to investors everywhere to help everyone retire successfully
About NextCapital
NextCapital is a pioneering company in the financial technology sector, specializing in digital investment advice. The company offers a comprehensive Digital Advice Platform designed to provide world-class financial advice at an affordable price. This platform is unique because it integrates planning, advice, and portfolio management into a single, cohesive service.
NextCapital primarily serves institutional clients, including asset managers, plan record keepers, insurance investment advisors, and retirement plan consultants. These clients use NextCapital's platform to scale their investment advice services to a broader audience, making high-quality financial guidance accessible to more people.
Operating in the financial technology market, NextCapital's business model revolves around partnerships with these institutional clients. The company integrates its platform with proprietary or third-party custodians and 401k systems, allowing for seamless operation within existing financial infrastructures. This integration ensures that clients can deploy their proprietary methodologies or opt for a hybrid approach, tailored to their specific needs.
NextCapital generates revenue by offering its platform as a service to these institutional partners. The company charges for the deployment, maintenance, and servicing of its digital advice solutions. By providing a low-cost, scalable solution, NextCapital enables its partners to offer affordable investment advice to their end customers, which can include individual investors planning for retirement.
The user experience is a key focus for NextCapital. The platform is designed to be customized for each partner's brand, ensuring that advisors and customers have a seamless and personalized experience. This attention to detail helps NextCapital stand out in a competitive market.
In summary, NextCapital is a leader in digital investment advice, serving institutional clients with a scalable, integrated platform that enhances the accessibility and affordability of financial guidance.
Source: Dealroom company dataKnowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITIONOther financing | Mar 2022 | $0 | — | Goldman Sachs Asset Management | ↗ |
| SERIES DOther financing | Sep 2020 | $30M | $120M | IA Capital Group · Oak HC/FT | — |
Growth signals
Latest recorded traffic for NextCapital is 24K monthly website visits, up 0% over the last three months. NextCapital's team grew 5% over the past year.
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A7 investors entered at this stage
Russell Investments
Transamerica Ventures
Fintech Collective
Vermont Seed Capital Fund- KVKelvingrove Ventures
AllianceBernstein
Route 66 Ventures
Series B and later3 investors entered at this stage
Oak HC/FT
Manulife Financial
IA Capital Group
Other known investors1 additional known investor
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about NextCapital on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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