NextCapital

  • Financial Services
  • Chicago IL
  • 23 employees
  • Financial Services
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Company Overview

Headquarters
104 S Michigan Ave, Ste 1400, Chicago IL
Website
nextcapital.com
Phone
(312) 264-7000
Employees
23
Founded in
1997
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is NextCapital

NextCapital is a company based in Chicago, Illinois, with 27 employees. The company specializes in providing digital advice platforms designed to help people achieve a successful retirement. NextCapital partners with financial institutions to deliver customized planning and managed accounts to investors through various channels, including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution integrates account aggregation, analytics, planning, and portfolio management, allowing partners to personalize their advice methodology and fiduciary roles. NextCapital is committed to being an inclusive workplace where individuals feel represented and encouraged to bring their whole selves to work. The company's vision is to become the most investor-centric company, empowering everyone to find and follow their optimal path to a secure retirement through innovative solutions. For more information about NextCapital, please visit their website at www.nextcapital.com. You can also learn more about their company culture and values on The Muse: www.themuse.com/companies/nextcapital.

Company Leadership

Rob Foregger

Founder/EVP

Phone Email

NextCapital Industry Tags

Portfolio Management
Retirement
401(k) Managed Accounts
Account Aggregation
Fintech
SaaS
Investments - Consumer
Financial Advisory Services
Financial Services
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FAQ

What is the location of NextCapital's headquarters?
The headquarters of NextCapital are situated at 104 S Michigan Ave, Ste 1400, Chicago IL
What is NextCapital's phone number?
NextCapital's contact number is (312) 264-7000.
What is NextCapital's official website?
The official website of NextCapital can be found at nextcapital.com.
What is NextCapital's current revenue?
As of September 2020, NextCapital's annual revenue reached $50B.
How many employees does NextCapital currently have?
NextCapital employs approximately 23+ people as of September 2020
Which industries is NextCapital primarily operating in?
NextCapital operates in the following industries: Finance, Credit
Who is the Founder/EVP of NextCapital?
NextCapital's Founder/EVP is Rob Foregger
What are NextCapital's industry tags?
NextCapital's industry tags include: Portfolio Management, Retirement, 401(k) Managed Accounts
When was NextCapital founded?
NextCapital was founded in 1997.

Employee Directory

Key Employees

Jon Hagen

Founder & CTO

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Mariam Bahia

Reliability Product Manager

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Thomas Woody

DevOps Engineer

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Jagoda Kocol

People Business Partner

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Chris Gansauer

Director, Finance and Money

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Catherine Wilford

Client Operations Analyst

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Brian Andersen

Senior DevOps Engineer / Team Lead

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