NextCapital (Series B)
Funding Details
- Awarder
- Inbox
- Date Award
- December 17, 2015
- Vertical
- Financial Technology
- Funding URL
- View Funding Page
- Funding Amount:
- $16,000,000
Company Info
- Organizations Involved
- Russell Investments, Transamerica
- Founders
- John Patterson
- Company Description
- NextCapital is the leader in enterprise digital advice, partnering 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.
- Market
- Digital Advice and Wealth Management
- Location
- Chicago, IL, USA
- Coinvestors
- AllianceBernstein, Manulife, Route 66 Ventures