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.
1-888-653-2347 
support@leadiq.com 
