NextCapital
Status
Exited
Detail
- North America
- Financial Technology
- Private Credit, Partnering with Founders
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NextCapital partners with world-class financial institutions to deliver personalized planning and managed accounts to individual investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts.
NextCapital’s highly configurable, open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.