NextCapital is a B2B2C digital advice platform designed to offer a holistic service built around the investor through enterprise partnerships. The company's open-architecture advisory platform integrates account aggregation, analytics, planning and portfolio management, enabling partners to deliver personalized planning, managed accounts, advice methodology, and fiduciary roles to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. NextCapital was acquired by Goldman Sachs in August 2022.
Sector
Wealth & Retirement Tech
Headquarters
Chicago, IL
Year Invested
2020
Website
122 E 42nd St Suite 2120
New York, NY 10168
55 Post Road West
Westport, CT 06880
3401 N Miami Ave Ste 230
Miami, FL 33127