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.
Founder, CEO, & Chairman
Founder, EVP, & Board Member
Founder, President, & Board Member
General Counsel and
Chief Compliance Officer
Founder & CTO
Associate General Counsel, NextCapital
and Chief Compliance Officer, NextCapital Advisers
VP of Engineering
VP of Partner Success
Director of Core Platform
Director of Retail Operations
VP of Methodology & Research
VP of Portfolio Operations
Director of IT
Director of Solution Services
VP of Partner Management
Senior Director of Product & Design
Director of Money & Finance
Director of Trading Operations
Director of Software, Advice