NextCapital is the leader in enterprise digital advice. 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. Our open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles. NextCapital powers digital advice strategies for leading world-class brands such as Russell Investments and Transamerica.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 12/17/15 | $16,000,000 | Series B |
AllianceBernstein Manulife Route 66 Ventures | undisclosed |
| 01/04/18 | $30,000,000 | Series C |
Manulife Route 66 Ventures Vermont Seed Capital Fund | undisclosed |
| 09/22/20 | $30,000,000 | Growth |
Francisco Partners IA Capital Group Oak HC/FT | undisclosed |
