NextCapital

Chicago, United States Founded: 1997 • Age: 29 yrs Acquired By Goldman Sachs Asset Management
Fund of funds focused on multiple sectors
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About NextCapital

NextCapital is a company based in Chicago (United States) founded in 1997 was acquired by Goldman Sachs Asset Management in March 2022.. NextCapital has raised $52.14 million across 3 funding rounds from investors including Trans America, Manulife and AllianceBernstein. The company has 154 employees as of December 31, 2022. NextCapital has completed 3 acquisitions, including Business Logic, NZ Bus and Scottish Pacific. NextCapital offers products and services including Defined Contribution Plans, OCIO, and Multi-Asset Solutions.

  • Headquarter Chicago, United States
  • Employees 154 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Goldman Sachs Asset Management, L.P.
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $52.14 M (USD)

    in 3 rounds

  • Latest Funding Round
    $30 M (USD), Series D

    Dec 21, 2020

  • Investors
  • Employee Count
    154

    as on Dec 31, 2022

  • Investments & Acquisitions
  • Acquired by
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Products & Services of NextCapital

NextCapital offers a comprehensive portfolio of products and services, including Defined Contribution Plans, OCIO, and Multi-Asset Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides personalized retirement paths and asset allocation services.

Offers outsourced investment management for institutional investors.

Customizes portfolios based on investor risk profiles.

People of NextCapital
Headcount 10000+
Employee Profiles 623
Board Members and Advisors 14
Employee Profiles
People
Pankaj Singal
Chief Data Officer, Risk Division
People
John Waldron
President & COO
People
Edward Vine
Investment Adviser, Asset And Wealth Management
People
Tarun Kumar Reddy
Vice President

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Board Members and Advisors
people
Peter Oppenheimer
Director
people
M. Michele Burns
Director
people
Mark Flaherty
Director
people
Ellen Kullman
Director

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Funding Insights of NextCapital

NextCapital has successfully raised a total of $52.14M across 3 strategic funding rounds. The most recent funding activity was a Series D round of $30 million completed in December 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 3
  • Last Round Series D — $30.0M
  • First Round

    (12 Aug 2014)

  • Investors Count 9
Date Amount Transaction Name Valuation Lead Investors Investors
Dec, 2020 Amount Series D - NextCapital Valuation

investors

Jan, 2016 Amount Series B - NextCapital Valuation AllianceBernstein , Manulife
Aug, 2014 Amount Series A - NextCapital Valuation Russell Investment Group , Trans America
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in NextCapital

NextCapital has secured backing from 10 investors, including venture fund and institutional investors. Prominent investors backing the company include Trans America, Manulife and AllianceBernstein. 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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investments are made in early-stage healthtech and fintech startups.
Founded Year Domain Location
Venture capital firm focused on tech startups
Founded Year Domain Location
Private debt fund focused on multiple sectors
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by NextCapital

NextCapital has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Business Logic, NZ Bus and Scottish Pacific. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Online investment solutions are provided for institutions and individuals.
1996
Buses are owned and operated in Auckland, New Zealand.
1992
Limited information available
1988
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - NextCapital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Nextcapital Comparisons

Employees
+
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Competitors of NextCapital

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Nextcapital

Frequently Asked Questions about NextCapital

When was NextCapital founded?

NextCapital was founded in 1997 and raised its 1st funding round 17 years after it was founded.

Where is NextCapital located?

NextCapital is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Is NextCapital a funded company?

NextCapital is a funded company, having raised a total of $52.14M across 3 funding rounds to date. The company's 1st funding round was a Series A of $6.05M, raised on Aug 12, 2014.

How many employees does NextCapital have?

As of Dec 31, 2022, the latest employee count at NextCapital is 154.

What does NextCapital do?

NextCapital, based in Chicago, focuses on investment industry, limited partners, and funds of funds. Fund of funds focused on multiple sectors. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

What products or services does NextCapital offer?

NextCapital offers Defined Contribution Plans, OCIO, and Multi-Asset Solutions.

How many acquisitions has NextCapital made?

NextCapital has made 3 acquisitions, including Business Logic, NZ Bus, and Scottish Pacific.

Who are NextCapital's investors?

NextCapital has 10 investors. Key investors include Trans America, Manulife, AllianceBernstein, Russell Investments, and Goldman Sachs Asset Management.

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