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
Worked at NextCapital, NextCapital Group
Jared Melnyk
Valuation
$0
Funded over
2 rounds
Latest round
Series B (Dec 2015)
Union Square Ventures • Indiana • $150k – $190k • 1 week ago
Prosper Marketplace • San Francisco • $129k – $179k • 1 week ago
Felicis Ventures • San Francisco • $205k – $316k • 1 week ago
American Express • New York City • $219k – $338k • 2 weeks ago
Intercom • San Francisco • 2 weeks ago
