Introducing the smarter way to organize,
Our mission is to help everyone retire successfully.
NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high-net worth investor.
We have been providing sophisticated, secure, and scalable financial software solutions for more than two decades.
We built NextCapital because, as individual investors, we were very unsatisfied with the tools that existed to manage our own money. We figured that if we are unhappy, there must be many other individual investors that were just as unhappy. So that's how it started.
Chief Information Security Officer
Director of Trading Operations
Director of Partner Management
VP of Portfolio Operations
Director of Retail Operations
Associate General Counsel
& Director of Compliance
Senior Director of Product & Design
Director of Money & Finance
VP of Partner Success
Director of Software, Advice