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.
Chicago, US
Size (employees)
103 (est)+2%
NextCapital was founded in 1997 and is headquartered in Chicago, US
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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

NextCapital Office Locations

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

Summary Metrics

Founding Date


Total Funding

$52.3 m

Latest funding size

$30 m

Time since last funding

5 months ago


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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