Tech Company Financing Transactions
NextCapital Funding Round
Francisco Partners, IA Capital Group and Oak HC/FT participated in a $30 million venture round for NextCapital. The financing round was announced on 9/23/2020.
Transaction Overview
Company Name
Announced On
9/23/2020
Transaction Type
Venture Equity
Amount
$30,000,000
Round
Undisclosed
Investors
Proceeds Purpose
This capital raise allows us to extend our best-in-class workplace and rollover managed advice platform, as well as expand our retirement income offering.
Company Information
Company Status
Acquired or Merged
Industry
FinTech
Mailing Address
104 S Michigan Ave. 1400
Chicago, IL 60603
USA
Chicago, IL 60603
USA
Phone
Website
Email Address
Overview
Our mission is to deliver personal, objective, world-class and affordable portfolio solutions to investors everywhere.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
John Patterson
Chief Technical Officer
Jon Hagen
Executive Vice President
Rob Foregger
President
Dirk Quayle
VP - Bus. Development
Elizabeth Kigin
VP - Bus. Development
Jared Melnyk
VP - Customer Service
Patricia Saunders
VP - Engineering
Jason Bender
VP - Engineering
Thomas Patterson
VP - Finance
Wiley Green
VP - General Counsel
John Belcaster
VP - General Counsel
Wayne Kim
VP - Operations
David Slusarski
VP - Product Management
Sean Cusick
VP - R & D
Tristan Linke
VP - Sales
Jack Belcaster
Browse more venture capital transactions:
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Where The Data Comes From
We do our best to report on every notable VC transaction. VC investment data records reported here are sourced from news reports and company announcements. The information is sourced from VentureDeal.com, an affiliated venture.
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