Insights

Growing Financial Reach NextCapital has demonstrated significant growth potential with recent funding of $85 million and a recent acquisition by Goldman Sachs, indicating strong financial backing and expanding market influence within the digital advice and retirement planning sector.

Market Expansion Opportunities The company’s recent launch of a managed account solution and partnerships with recordkeepers highlight opportunities to expand into other financial institutions seeking advanced personalized retirement solutions.

Innovative Technology NextCapital's use of advanced analytics, account aggregation, and customizable advice methodologies aligns with the needs of institutions aiming to enhance digital retirement planning, offering a compelling value proposition for technology-focused sales efforts.

Strategic Industry Recognition Being named a Top Retiretech Company in 2021 positions NextCapital as a credible and innovative player in the retirement technology industry, providing a strong leverage point for sales discussions with prospective clients.

Partnership and Integration Potential The company's open-architecture platform and proven record of integrations with recordkeepers and investment firms create numerous opportunities to offer tailored solutions to financial institutions seeking to enhance their digital advice offerings and client engagement.

NextCapital Tech Stack

NextCapital uses 8 technology products and services including Mixpanel, Google Charts, core-js, and more. Explore NextCapital's tech stack below.

  • Mixpanel
    Analytics
  • Google Charts
    Javascript Graphics
  • core-js
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Pardot
    Marketing
  • PDF.js
    Miscellaneous
  • Twitter
    Widgets

Media & News

NextCapital's Email Address Formats

NextCapital uses at least 1 format(s):
NextCapital Email FormatsExamplePercentage
LastF@nextcapital.comDoeJ@nextcapital.com
68%
First.Last@nextcapital.comJohn.Doe@nextcapital.com
27%
First@nextcapital.comJohn@nextcapital.com
3%
Last@nextcapital.comDoe@nextcapital.com
2%

Frequently Asked Questions

Where is NextCapital's headquarters located?

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NextCapital's main headquarters is located at 104 South Michigan Avenue Suite 1400 Chicago, Illinois 60603 United States. The company has employees across 5 continents, including North AmericaAsiaOceania.

What is NextCapital's phone number?

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You can contact NextCapital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NextCapital's stock symbol?

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NextCapital is a publicly traded company; the company's stock symbol is N/A.

What is NextCapital's official website and social media links?

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NextCapital's official website is nextcapital.com and has social profiles on LinkedInCrunchbase.

What is NextCapital's NAICS code?

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NextCapital's NAICS code is 52 - Finance and Insurance.

How many employees does NextCapital have currently?

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As of February 2026, NextCapital has approximately 20 employees across 5 continents, including North AmericaAsiaOceania. Key team members include Founder And President: N. N.Member Manager/ President Csp: B. V.Vice President: M. M.. Explore NextCapital's employee directory with LeadIQ.

What industry does NextCapital belong to?

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NextCapital operates in the Financial Services industry.

What technology does NextCapital use?

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NextCapital's tech stack includes MixpanelGoogle Chartscore-jsHammer.jsjQueryPardotPDF.jsTwitter.

What is NextCapital's email format?

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NextCapital's email format typically follows the pattern of LastF@nextcapital.com. Find more NextCapital email formats with LeadIQ.

How much funding has NextCapital raised to date?

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As of February 2026, NextCapital has raised $85M in funding. The last funding round occurred on Sep 22, 2020 for $30M.

When was NextCapital founded?

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NextCapital was founded in 2014.

NextCapital

Financial ServicesIllinois, United States11-50 Employees

NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm’s open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.

An innovative and inclusive workplace
At NextCapital, our vision is to be the most investor-centric company, where everyone can find and follow their optimal path to a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.

Learn more about NextCapital at www.themuse.com/companies/nextcapital

Section iconCompany Overview

Headquarters
104 South Michigan Avenue Suite 1400 Chicago, Illinois 60603 United States
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $85M

    NextCapital has raised a total of $85M of funding over 2 rounds. Their latest funding round was raised on Sep 22, 2020 in the amount of $30Mas a funding.

  • $1M$10M

    NextCapital's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $85M

    NextCapital has raised a total of $85M of funding over 2 rounds. Their latest funding round was raised on Sep 22, 2020 in the amount of $30Mas a funding.

  • $1M$10M

    NextCapital's revenue is estimated to be in the range of $1M$10M

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