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
- SectorsFinancial Services
- Phone•••• ••••
- Website nextfinancial.com
- Social LinkedIn X Facebook
- Acquired by Atria Wealth Solutions (Jan 2019)
- Legal Name Next Financial Group, Inc
- Investors
- Acquired byAtria Wealth Solutions
(Jan 2019)
Investors in NEXT Financial
NEXT Financial has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for NEXT Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of NEXT Financial
17 people are tracked at NEXT Financial (3 in leadership, 14 in team).
| Name | Role | Group |
|---|---|---|
Barry Knight | President | Leadership |
Crcp Christian Taylor | Vp, Firm Supervision | Leadership |
Karen Eyster | Managing Director, Head Of Corporate Services | Leadership |
Christopher Buchanan | Licensing Specialist | Team |
Stefan Reddrick | Division Manager | Team |
Keith E. Kasowski | Compliance Analyst | Team |
Rfc Douglas A. Schmidt | Division Manager | Team |
Alex Krusemark | Surveillance Analyst | Team |
Aaron Hevle | Home Office Principal | Team |
Paul Hearren | Compliance Analyst - Legal | Team |
Jeff Mathis | Division Manager | Team |
David Calderhead (Dac) | Sales / Compliance / Due Diligence | Team |
Dan Sullivan | Registered Representative | Team |
Denosha Prince | AML Analyst | Team |
Cyndi Hunley | Licensing Specialist | Team |
Cedric Norris | Analyst | Team |
Christopher Toliver | Branch Examinations Specialist | Team |
Complete people profiles for NEXT Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of NEXT Financial
2 dated milestones of NEXT Financial across 20 years, from founding to its latest funding, stage changes and deals.
- Founded NEXT Financial is founded.
- Exit Acquired by Atria Wealth Solutions.
Web traffic of NEXT Financial
Websites that share an audience with NEXT Financial (nextfinancial.com).
Websites whose visitors overlap most with NEXT Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| securitiesamerica.com | 100% | 3K | #5,732,628 | View details | |
| sipc.org | 84% | 121.2K | #395,649 | View details | |
| symmetrypartners.com | 84% | – | #7,093,629 | View details | |
| direxion.com | 84% | 870.3K | #78,316 | View details | |
| finra.org | 84% | 2.5M | #20,707 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 29 similar websites and full traffic analytics for NEXT Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 29 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to NEXT Financial
10 companies that operate in the same segment as NEXT Financial (Brokers and Dealers), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | – | USD 263.15 M | 1,580 | |
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | – | USD 310.83 M | 3,228 | |
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | – | – | – | |
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | – | USD 16.99 B | 9,000 | |
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States | – | – | – | |
Insurance brokerage services are provided globally by Howden Group Holdings. | 1994 | London, England, United Kingdom | USD 680.2 M | – | – | |
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | – | USD 127.79 M | 1,160 | |
Stock brokerage and financial services are provided in India. | 1944 | Mumbai, Maharashtra, India | USD 14.31 M | – | – | |
Online share trading and brokerage services for Indian stocks and mutual funds. | 1994 | Mumbai, Maharashtra, India | – | USD 30.16 M | 383 | |
Stock brokerage services are offered by Finam in Russia. | 1994 | Moscow, Russia | – | USD 956.56 K | – |
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Frequently Asked Questions about NEXT Financial
NEXT Financial was founded in 1999.
NEXT Financial is headquartered in United States.
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.
NEXT Financial has 1 investor. Key investors include Atria Wealth Solutions.
NEXT Financial operates through Next Financial Group, Inc.
Yes. NEXT Financial was acquired by Atria Wealth Solutions in January 2019.