NextCapital Group Revenue and Competitors

Chicago, IL USA



Total Funding



Estimated Revenue & Valuation

  • NextCapital Group's estimated annual revenue is currently $1.5M per year.(i)
  • NextCapital Group received $30.0M in venture funding in January 2018.
  • NextCapital Group's estimated revenue per employee is $65,000
  • NextCapital Group's total funding is $82.3M.

Employee Data

  • NextCapital Group has 23 Employees.(i)
  • NextCapital Group grew their employee count by -28% last year.

NextCapital Group's People

Founder/CEO/ChairmanReveal Email/Phone
Founder/EVPReveal Email/Phone
Director Business DevelopmentReveal Email/Phone
DevOps EngineerReveal Email/Phone
Founder & CTOReveal Email/Phone
VP, ​Advice Methodology and ResearchReveal Email/Phone
Director Software, AdviceReveal Email/Phone
Software EngineerReveal Email/Phone
VP Finance And OperationsReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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What Is NextCapital Group?

Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. 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. Our team of fin-tech pioneers previously co-founded BusinessLogic,, and Personal Capital, and have built the first automated 401(k) managed account platforms, the first electronic financial advisor, and one of the first online banks. Learn more about NextCapital at

keywords:saas, Banking,Finance


Total Funding


Number of Employees


Revenue (est)


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NextCapital Group News

2022-03-30 - After co-founder Rob Foregger departs NextCapital, the CEO ...

Goldman Sachs Asset Management is again the golden parachute for an RIA venture where the lead entrepreneur ran low on steam, the business model...

2022-03-22 - Goldman Sachs to acquire Chicago fintech company ...

NextCapital's platform will become part of the multi-asset solutions business of Goldman Sachs Asset Management. ... Goldman Sachs Group Inc. is...

2022-03-22 - Retirement Industry People Moves

Goldman Sachs to Acquire NextCapital Group. The Goldman Sachs Group Inc. has announced that Goldman Sachs Asset Management has entered into an...

2020-09-23 - NextCapital raises $30 million Series C

Chicago-based NextCapital NextCapital Founded: 1996 Headquarters: Chicago, IL, US Total Funding: $82.3M See full company profile "> announced a $30 million financing round, bringing its total funding to $85 million. The financing was led by FP Credit, the credit investment arm of Francisco P ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

NextCapital Group Funding

DateAmountRoundLead InvestorsReference
2014-09-04$6.0MARussell InvestmentsArticle
2018-01-05$30.0MUndisclosedOak HC/FTArticle