NextCapital: Funding, Investors & Team (Aug 2026)
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.
NextCapital has raised $30.0M across 1 funding round on record, the most recent an undisclosed round of $30.0M announced in Sep 2020.
That round is above the $2.3M median round size for Community and Lifestyle companies tracked on FundedIQ over the last two years.
NextCapital Company Profile and Key Stats
Latest funding round on record: Sep 2020.
NextCapital Funding Rounds
NextCapital Founders and Leadership Team
Contact details for the NextCapital team: 1 of 1 has an email address on file.
Start 14-day free trial →NextCapital Funding Compared to Other Community and Lifestyle Startups
NextCapital's latest round of $30.0M is above the median round in Community and Lifestyle. Medians cover the last 24 months of disclosed rounds.
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NextCapital Funding FAQs
What does NextCapital do?
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.
How much funding has NextCapital raised?
NextCapital has raised $30.0M across 1 round on record. The most recent is an undisclosed round of $30.0M announced in Sep 2020.
When did NextCapital last raise funding?
NextCapital's most recent funding round on record is an undisclosed round of $30.0M, announced in Sep 2020.
Who is the CEO of NextCapital?
John Patterson is listed as CEO at NextCapital.
Where is NextCapital headquartered?
NextCapital is based in Chicago, Illinois, United States.
How many employees does NextCapital have?
NextCapital is in the 101-250 employee band.
How does NextCapital's funding compare to other Community and Lifestyle startups?
NextCapital's latest round of $30.0M is above the $2.3M median round size for Community and Lifestyle companies on FundedIQ across 1,484 tracked companies over the last two years.
About FundedIQ's NextCapital Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for NextCapital is left off this page rather than filled in.
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