NextCapital is an enterprise digital advice company helping everyone retire successfully. The company partners with leading financial institutions to deliver configurable solutions tailored to the needs of investors and goals of partners. The company works with partners to personalize planning and managed accounts, customize methodology and provider roles, and in some instances serve as the 3(38) investment manager for discretionary, plan participant advice. NextCapital was acquired by Goldman Sachs in 2022.
Tricia Kemp & Dan Petrozzo