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Our mission is to help investors build and manage personal, objective and affordable world-class investment portfolios. NextCapital is a leading provider of 401(k) managed accounts services and investor portfolio management solutions. NextCapital works with media and financial partners including the Wall Street Journal Digital Network and Russell Investments. The company was co-founded by John Patterson, Dirk Quayle, Jon Hagen and Rob Foregger, and is comprised of a seasoned team of financial analysts and software engineers skilled in the deployment of large-scale secure financial applications. The NextCapital founders created the first 401(k) managed accounts platform, the first electronic financial adviser and one of the first online banks. NextCapital is headquartered in Chicago, IL with an office in Stowe, VT.
HQChicago, US


NextCapital is headquartered in
Chicago, United States

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Latest Updates

Employees (est.) (Jun 2020)133
Job Openings15
Cybersecurity ratingBMore

Key People/Management at NextCapital

John Patterson

John Patterson

CEO & Founder
Rob Foregger

Rob Foregger

EVP & Founder
Dirk Quayle

Dirk Quayle

President & Founder
Jon Hagen

Jon Hagen

CTO & Founder
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NextCapital Office Locations

NextCapital has offices in Chicago and Burlington
Chicago, US (HQ)
104 S Michigan Ave #1400
Burlington, US
47 Maple St
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NextCapital Financials and Metrics

Summary Metrics

Founding Date


NextCapital total Funding

$52.3 m

NextCapital latest funding size

$30 m

Time since last funding

3 years ago

NextCapital investors

NextCapital's latest funding round in January 2018 was reported to be $30 m. In total, NextCapital has raised $52.3 m
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NextCapital Cybersecurity Score

Cybersecurity ratingPremium dataset



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NextCapital Online and Social Media Presence

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NextCapital Frequently Asked Questions

  • When was NextCapital founded?

    NextCapital was founded in 1997.

  • Who are NextCapital key executives?

    NextCapital's key executives are John Patterson, Rob Foregger and Dirk Quayle.

  • How many employees does NextCapital have?

    NextCapital has 133 employees.

  • Who are NextCapital competitors?

    Competitors of NextCapital include United Community Financial, WeSwap and Southern Missouri Bancorp.

  • Where is NextCapital headquarters?

    NextCapital headquarters is located at 104 S Michigan Ave #1400, Chicago.

  • Where are NextCapital offices?

    NextCapital has offices in Chicago and Burlington.

  • How many offices does NextCapital have?

    NextCapital has 2 offices.