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Nextcapital

NextCapital partners with financial institutions to provide personalized planning and managed accounts to investors across 401(k), IRA, and taxable brokerage accounts.

Financial Services
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Headquarters
Chicago, Illinois, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
51 to 200Source: RevenueBaseRetrieved October 13, 2026
Founded
2014Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
68 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Nextcapital do?

Its open-architecture digital advice solution includes account aggregation, analytics, planning, and portfolio management, with customizable advice methodology and fiduciary roles.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Personalized planning and managed accounts

These offerings are delivered through financial institution partners to investors across 401(k), IRA, and taxable brokerage accounts.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWNextcapital listed #2 on Ai-driven portfolio management companies, September 18, 2026Open the published source list.
Nextcapital

#2 Ai-driven portfolio management companies

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 11, 2026, September 13, 2026, September 14, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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