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NextCapital

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

OUR office locations

New York, NY

122 E 42nd St Suite 2120
New York, NY 10168

Westport, CT

55 Post Road West
Westport, CT 06880

Miami, FL

3401 N Miami Ave Ste 230
Miami, FL 33127