NextCapital is an open-architecture digital retirement advice platform that provides personalized financial planning and managed account services for workplace retirement plans, individual retirement accounts (IRAs), and taxable brokerage accounts. The company's platform offers integrated account aggregation, analytics, portfolio management and automated rebalancing services. NextCapital serves financial institutions and plan advisors, enabling them to deliver scalable retirement planning solutions to plan participants.
NextCapital has been acquired
This company is no longer available on our private secondary market.
Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Founded
2014
Employees
51–200
Total Funding
$82.05M
1 rounds
Latest Valuation
$0.05B
December 17, 2015
Total raised $82.05M across 1 rounds
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Last updated 05-08-2026
Latest Round
Type
Series B
Date
December 17, 2015
Amount
—
Valuation
$0.05B
John Patterson
Founder, CEO & Chairman
Dirk Quayle
Founder & President
Jon Hagen
Co-Founder & CTO
Rob Foregger
Co-Founder
John Belcaster
General Counsel & Chief Compliance Officer
Competitor list is illustrative and may be incomplete, stale, or erroneous.
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Platform for digital wealth management and financial advice serving advisors and institutions
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Digital financial advice platform for retirement planning and managed accounts
Vanguard
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Fidelity
Financial services firm offering robo-advisor and retirement planning solutions
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