What departments does NextCapital have?

NextCapital has employees across 5 departments including Solutions Engineering, Program & Project Management, Finance, Analytics, Engineering.

What is the largest department at NextCapital?

The largest department at NextCapital is Analytics with 2 employees.

Where are NextCapital employees located globally?

NextCapital has employees across 6 continents and 7 countries including Thailand, Pakistan, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has NextCapital's team size changed over time?

NextCapital's team has decreased from approximately 10 to 9 employees based on available data.

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NextCapital Employee Directory

Financial ServicesIllinois, United States11-50 Employees

NextCapital operates in financial services, delivering digital advice platforms designed to support retirement planning. The company partners with financial institutions to provide personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. Its open-architecture solution combines account aggregation, analytics, planning and portfolio management, while enabling partners to tailor advice methodology and fiduciary roles.

Headquartered in Chicago, Illinois, NextCapital is a small- to mid-sized firm that notes an emphasis on inclusivity in the workplace. In May 2022, NextCapital launched a managed account solution that offers investors a visualization of a personalized withdrawal strategy, with updates as market conditions change.

NextCapital Global Highlights

North America
36

United States Of America
36

Asia
10

Thailand
6
Pakistan
4

Oceania
4

Australia
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Colombia
1

NextCapital's Leadership

B. V.
Member Manager/ President Csp
Mobile Phone
Email
M. M.
Vice President
Mobile Phone
Email
T. L.
Vice President
Mobile Phone
Email
H. L.
Principal, Advice Solutions
Mobile Phone
Email
M. E.
Principal
Mobile Phone
Email
S. H.
Principal
Mobile Phone
Email
W. S.
Project Mager
Mobile Phone
Email
F. B.
Futures And Commodities Trader
Mobile Phone
Email

NextCapital Employee Metrics

100%

50%

2026

2025

Engineering
Finance
Banking
Human Resources
Information Technology
Other
Accounting

Contact profiles from NextCapital

Name

Title

Contact Info

Location

Last Update

B. V.
Member Manager/ President Csp
Mobile Phone
Email
Oct 22, 2024
M. M.
Vice President
Mobile Phone
Email
Oct 16, 2024
T. L.
Vice President
Mobile Phone
Email
Nov 20, 2023
H. L.
Principal, Advice Solutions
Mobile Phone
Email
Apr 08, 2023
M. E.
Principal
Mobile Phone
Email
Oct 22, 2024
S. H.
Principal
Mobile Phone
Email
Oct 22, 2024
W. S.
Project Mager
Mobile Phone
Email
Thailand
Jun 24, 2026
F. B.
Futures And Commodities Trader
Mobile Phone
Email
Oct 22, 2024
P. R.
Board Member
Mobile Phone
Email
Oct 17, 2024
R. W.
Client Operations Analyst
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is NextCapital known for?

NextCapital was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-312-264-****

. Explore NextCapital's company overview page for more information.

What is NextCapital's most common email format?

NextCapital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NextCapital email formats with LeadIQ.

How many employees does NextCapital have currently?

NextCapital has approximately 21 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaOceania.

Who are NextCapital's key employees and leadership?

As of July 2026, NextCapital's key employees include:

Member Manager/ President Csp: B. V.
Vice President: M. M.
Vice President: T. L.
Principal, Advice Solutions: H. L.
Principal: M. E.

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NextCapital Employee Directory

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