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NEXT Financial Group Logo
NEXT Financial Group Growth Score
78
CB Rank
450270
Heat Score
62
NEXT Financial Group is a financial company located in Houston.
Acquired by
Atria Wealth Solutions Logo
Atria Wealth Solutions
Founded
obfuscation
Private Houston, Texas, United States11-50 www.nextfinancial.com
Banking
Finance
Financial Services
Overview

NEXT Financial Group
Growth Score
78
Heat Score
62

Growth Score78
-9 pts
in past quarter
Heat Score 62
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About NEXT Financial Group

CB Rank
450270
NEXT Financial Group is a financial company located in Houston.
Acquired by
Atria Wealth Solutions Logo
Atria Wealth Solutions
Founded
obfuscation
Private Houston, Texas, United States11-50 www.nextfinancial.com
Banking
Finance
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  David Holtz
Phone Number 1-877-876-6398
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Clear1 Client and Member Portal
A digital platform providing clients and members with consolidated portfolio views, secure document storage, and communication tools with financial professionals.
Atria Operations Support
A service providing operational support to financial institutions and professionals, including streamlined processes, e-signature workflows, and dedicated human assistance.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

M&A Details

NEXT Financial Group was acquired by Atria Wealth Solutions on
obfuscation
.
Transaction Name 
NEXT Financial Group acquired by Atria Wealth Solutions Logo
NEXT Financial Group acquired by Atria Wealth Solutions
Acquired by 
Atria Wealth Solutions Logo
Atria Wealth Solutions
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Board Members and Advisors 2 Contacts 107

Employee Profiles

Board Members and Advisors

News

News and Press

News•Mar 11, 2021
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
Chip Reader Logo
Chip Reader
100
Workplace by Facebook Logo
Workplace by Facebook
100
GPU Clusters Logo
GPU Clusters
100

Actively Used Products

23NEXT Financial Group uses 23 technology products and services including HTML5, Lightbox, and  Wordpress, according to G2 Stack.

Active Website Tech Count

15NEXT Financial Group is actively using 15 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Cloudflare CDN.

Total IP

2NEXT Financial Group has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is NEXT Financial Group's headquarters? NEXT Financial Group is located in Houston, Texas, United States.Who are NEXT Financial Group's competitors? Alternatives and possible competitors to NEXT Financial Group may include Ameriprise Financial, Principal Financial Group, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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