NextCapital Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 142

Employees

  • Latest Deal Type
  • Debt Repay.

NextCapital General Information

Description

Operator of a digital advice platform intended to deliver personal, objective, and portfolio services to investors everywhere. The company's platform is an open-architecture advisory that integrates account aggregation, analytics, planning, and portfolio management, enabling clients to receive various services regarding workplace, rollover, and retirement income at affordable prices.

Contact Information

Website
www.nextcapital.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 104 South Michigan Avenue
  • Suite 1400
  • Chicago, IL 60603-5902
  • United States
Primary Industry
Other Financial Services
Acquirer
The Goldman Sachs Group
Vertical(s)
FinTech
Corporate Office
  • 104 South Michigan Avenue
  • Suite 1400
  • Chicago, IL 60603-5902
  • United States

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NextCapital Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Debt Repayment Completed Generating Revenue
6. Merger/Acquisition 26-Aug-2022 Completed Generating Revenue
5. Secondary Transaction - Private 28-Feb-2022 Completed Generating Revenue
4. Later Stage VC (Series D) 22-Sep-2020 Completed Generating Revenue
3. Later Stage VC (Series C) 28-Dec-2017 Completed Generating Revenue
2. Early Stage VC (Series B) 17-Dec-2015 $16.1M $22.4M Completed Generating Revenue
1. Early Stage VC (Series A) 24-Jul-2014 $6.3M $6.3M Completed Generating Revenue
To view NextCapital’s complete valuation and funding history, request access »

NextCapital Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series C
Series C1
Series B1
Series B 32,477,357 $0.000010 6% $0.56 $0.56 1x $0.56 15.5%
Series A 22,713,480 $0.000010 6% $0.28 $0.28 1x $0.28 12.25%
To view NextCapital’s complete cap table history, request access »

NextCapital Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a digital advice platform intended to deliver personal, objective, and portfolio services to investors every
Other Financial Services
Chicago, IL
142 As of 2022

Berwyn, PA
 

Chicago, IL
 
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NextCapital Competitors (2)

One of NextCapital’s 2 competitors is Envestnet, a Private Equity-Backed company based in Berwyn, PA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Envestnet Private Equity-Backed Berwyn, PA
Morningstar Corporation Chicago, IL
You’re viewing 2 of 2 competitors. Get the full list »

NextCapital Patents

  • 2

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

NextCapital Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20090281958-A1 Benchmark and evaluation of reference-date dependent investments Inactive 07-May-2008
US-20150026096-A1 Pool-based system for organizing and measuring personalized financial management techniques Inactive 30-Jan-2006

NextCapital Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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NextCapital Former Investors (14)

Investor Name Investor Type Holding Investor Since Participating Rounds
AllianceBernstein Asset Manager Minority
FinTech Collective Venture Capital Minority
Francisco Partners PE/Buyout Minority
IA Capital Group Venture Capital Minority
Kelvingrove Ventures Growth/Expansion Minority
You’re viewing 5 of 14 investors. Get the full list »

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NextCapital FAQs

  • When was NextCapital founded?

    NextCapital was founded in 2013.

  • Where is NextCapital headquartered?

    NextCapital is headquartered in Chicago, IL.

  • What is the size of NextCapital?

    NextCapital has 142 total employees.

  • What industry is NextCapital in?

    NextCapital’s primary industry is Other Financial Services.

  • Is NextCapital a private or public company?

    NextCapital is a Private company.

  • What is NextCapital’s current revenue?

    The current revenue for NextCapital is .

  • How much funding has NextCapital raised over time?

    NextCapital has raised $82.4M.

  • Who are NextCapital’s investors?

    AllianceBernstein, FinTech Collective, Francisco Partners, IA Capital Group, and Kelvingrove Ventures are 5 of 14 investors who have invested in NextCapital.

  • Who are NextCapital’s competitors?

    Envestnet and Morningstar are competitors of NextCapital.

  • Who acquired NextCapital?

    NextCapital was acquired by The Goldman Sachs Group.

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