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Nextgen Wealth Logo
Nextgen Wealth CB Rank
482576
Heat Score
71
NextGen Wealth is a finance company that provides investment management, cash flow analysis, debt review, and retirement planning services.
Founded
obfuscation
Private Lees Summit, Missouri, United States1-10 www.nextgen-wealth.com
Finance
Retirement
Wealth Management
Overview

Nextgen Wealth
Heat Score
71

Growth Score
pts
in past quarter
Heat Score 71
3 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 >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Nextgen Wealth

CB Rank
482576
NextGen Wealth is a finance company that provides investment management, cash flow analysis, debt review, and retirement planning services.
Founded
obfuscation
Private Lees Summit, Missouri, United States1-10 www.nextgen-wealth.com
Finance
Retirement
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Clint Haynes
Phone Number +1-816-287-4780
Contact Email info@nextgen-wealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Transition Planning
A service that helps individuals within five years of retirement prepare financially and emotionally for retirement, including lifestyle adjustments and income planning.
Investment Management
Management of clients' investment portfolios using a disciplined, research-based approach tailored to individual goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,302
52.46%
 in past month

IT Spend

$167.7KThis year, Nextgen Wealth is projected to spend $167.7K on IT, according to Aberdeen.

Actively Used Products

30Nextgen Wealth uses 30 technology products and services including HTML5, Google Analytics, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

21Nextgen Wealth is actively using 21 technologies for its website, according to BuiltWith. These include Euro, DNSSEC, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is Nextgen Wealth's headquarters? Nextgen Wealth is located in Lees Summit, Missouri, United States.Who are Nextgen Wealth's competitors? Alternatives and possible competitors to Nextgen Wealth may include Range, Charles Schwab, and  Facet.
Who We Are
What We Do
Helpful Links
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