NextCapital

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.
Company Growth (employees)
Type
Private
HQ
Chicago, US
Founded
1997
Size (employees)
81 (est)+4%
NextCapital was founded in 1997 and is headquartered in Chicago, US

Key People 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

NextCapital Office Locations

NextCapital has offices in Chicago and Stowe
Chicago, US (HQ)
328 S Jefferson St
Stowe, US
Box 1020

NextCapital Data and Metrics

Summary Metrics

Founding Date

1997

Total Funding

$22.3 m

Latest funding size

$16 m

Time since last funding

almost 2 years

Investors

NextCapital's latest funding round in December 2015 was reported to be $16 m. In total, NextCapital has raised $22.3 m

Traffic Overview of NextCapital

NextCapital Online and Social Media Presence

NextCapital News and Updates

Wall Street is witnessing a 'third wave of computerization'

The race is on. Across the fund management and retirement industry, legacy fund management companies are partnering with and buying up roboadvisers.  These automated investment services utilize algorithms to manage and allocate people's assets. Since they don't require human…

NextCapital Company Life and Culture

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