NextCapital Group, Inc.

NextCapital Group, Inc.

NextCapital Group, Inc.

Overview
Date Founded

2013

Headquarters

104 South Michigan Avenue,14th floor,Chicago, IL 60603

Type of Company

Private

Employees (Worldwide)

11 - 50

Industries

Investment Services & Portfolio Management
Other Business & Consulting Services
Holding Companies
Accounting & Financial Services
Computer Software

Company Description

NextCapital Group, Inc. provides personal and objective portfolio management services to investors through our managed accounts, account aggregation powered portfolio dashboard, and wealth forecasting solutions. The company was founded by Robert Foregger, Jon Hagen, John Patterson and Dirk Quayle in 1997 and is headquartered in Chicago, IL.

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Executives & Employees

Co-Founder

Chief Executive Officer & Founder

Founder & Chief Technology Officer

President & Founder

Chief Investment Officer

General Counsel, Chief Operating Officer

Vice President of Financial Research

Vice President of Engineering

Chief Information Security Officer

Director of Analytics

Board of Directors

Chief Executive Officer & Founder at NextCapital Group, Inc.

Head of US Investment Services at T. Rowe Price Group, Inc.

Co-Founder & Managing Partner at Oak HC/FT Management Co. LLC

Fund Advisor at Morgan Stanley AIP GP LP

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NextCapital Group, Inc.
Recent Transactions
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NextCapital Group, Inc. raised money in a private placement transaction

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NextCapital Group, Inc. raised money in a private placement transaction

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NextCapital Group, Inc. raised money in a private placement transaction

Investors
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IA Capital Group targets companies which exhibit multiple years of exponential revenue growth and have identified specific opportunities for which they plan to deploy new capital. These opportunities may include entering new markets, growing distribution channels, and developing new technologies. Their of interest includes Payment Processors and Networks, Specialty Finance, Peer-to-Peer Lending Platforms, Small Business Lending Solutions, Student Loan Services, Mobile Banking, Asset Management, Business Process Outsourcing, Insurance and Insurance Services. The firm considers a broad range of investment stages. They traditionally do not invest in seed rounds or in companies with little to no revenue.

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Francisco Partners is a private equity firm invests across the global. The firm targets companies operating in the fields of hardware/industrial, software/services, security/systems, financial technology/payments, communications, internet and healthcare IT. The firm provides financing for buying from founders, divisional carve outs, public to private, growth equity and sponsored M&A with an transaction values ranging from $20 million to $3 billion .

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Oak HC/FT Management Co. LLC invests in companies located in the US. The firm targets companies operating in the fields of healthcare and financial technology companies. It provides financing for early and growth stage capital requirements.

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