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)