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NextCapital gets $30 million more funding for its digital advice platforms

In Action Summary

NextCapital is a US-based enterprise digital advice solution provider that delivers personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRAs, and taxable brokerage accounts.

NextCapital recently completed a US$30mn Series C funding to expand its digital advice capabilities and continue digitizing retirement plans and rollovers.

In addition to allowing partners to customize advice methodology and fiduciary roles, NextCapital’s open-architecture platform provides integrated account aggregation, analytics, planning and portfolio management services. Currently, NextCapital is being used by John Hancock, Russell Investments, State Street Global Advisors, and Transamerica among other,  and this broad industry adoption indicates the extent to which white label solutions will allow traditional financial advisory firms to upgrade their digital offerings.

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