About NEXT Financial
NEXT Financial was established in 1999 in the United States as a provider of broker-dealer services within the securities industry. Operations are centered on supporting independent registered representatives and investment advisors through compliance assistance, technology platforms, and back-office functions. Services include securities trading, custodial support, and regulatory oversight, with a focus on the domestic financial market. The company maintains its headquarters in Houston, Texas, serving clients nationwide.
- Headquarter United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Next Financial Group, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Atria Wealth Solutions
(Jan 08, 2019)
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Funding Insights of NEXT Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in NEXT Financial
NEXT Financial has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Wealth management services are provided to clients nationwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by NEXT Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - NEXT Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Next Financial Comparisons
Competitors of NEXT Financial
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about NEXT Financial
When was NEXT Financial founded?
NEXT Financial was founded in 1999.
Where is NEXT Financial located?
NEXT Financial is headquartered in United States.
What does NEXT Financial do?
NEXT Financial was established in 1999 in the United States as a provider of broker-dealer services within the securities industry. Operations are centered on supporting independent registered representatives and investment advisors through compliance assistance, technology platforms, and back-office functions. Services include securities trading, custodial support, and regulatory oversight, with a focus on the domestic financial market. The company maintains its headquarters in Houston, Texas, serving clients nationwide.
Who are NEXT Financial's investors?
NEXT Financial has 1 investor. Key investors include Atria Wealth Solutions.