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NextCapital careers

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. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.
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Jagoda Kocol
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Worked at NextCapital, NextCapital Group
Jared Melnyk
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Valuation

$0

Funded over

2 rounds

Latest round

Series B (Dec 2015)

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