Total Funding
36
Total FundingSeries D raised
Growth Score
pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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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
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57904
NextCapital provides a personal benchmarking tool to help clearly understand how investments are performing.
Acquired by 
Goldman Sachs Asset Management
Rob Foregger: FounderPast Role: Fidelity, SVP Banking & President Personal Trust Co.
Dirk Quayle: President & FounderPast Role: Business Logic, President
About the Company
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and
allows partners to customize advice methodology and fiduciary roles.
The company was founded in 1996 and headquartered in Chicago, Illinois.
