Basic info
Industry
financial services
Sectors
Portfolio Management
Fintech
Finance
FinTech
Account Aggregation
Managed Accounts
Financial Planning
Software
Advice
Retirement
Date founded
2014
Funding rounds raised
Total raised
$30M
from 16 investors over 16 rounds
N
NextCapital Group raised $30M on September 22, 2020
Investors: Inter-Atlantic Group and Oak HC/FT
N
NextCapital Group raised $30M on January 4, 2018
Investors: Transamerica Ventures, Manulife Financial, Oak HC/FT, Route 66 Ventures, LLC and VCET
N
NextCapital Group raised $16M on December 17, 2015
Investors: Manulife Financial, Transamerica Ventures, FinTech Collective, Inc., VCET, Route 66 Ventures, LLC and AllianceBernstein
N
NextCapital Group raised $6.3M on September 2, 2014
Investors: Transamerica Ventures, FinTech Collective, Inc. and VCET