NextCapital is the leader in enterprise digital advice. 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. Our open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles. NextCapital powers digital advice strategies for leading world-class brands such as John Hancock, Russell Investments, State Street Global Advisors, and Transamerica.

CEO

John Patterson, Founder, CEO & Chairman

OAK HC/FT PARTNERS

Tricia Kemp & Dan Petrozzo

Sector

Investment Stage

Status

FinTech

Growth

Private