Tech Company Financing Transactions

NextCapital Funding Round

NextCapital closed a $16 million Series B investment round on 12/17/2015. Investors included AllianceBernstein, Route 66 Ventures and FinTech Collective.

Transaction Overview

Company Name
NextCapital
Announced On
12/17/2015
Transaction Type
Venture Equity
Amount
$16,000,000
Round
Series B
Investors

AllianceBernstein (Lead Investor) (Peter Kraus)

Route 66 Ventures (Lead Investor) (Benkamin Britt)

FinTech Collective

Kelvingrove

Manulife

Russell Investments (Jeffrey Eng)

Transamerica Ventures

Vermont Seed Capital Fund

Proceeds Purpose
This infusion of new capital will accelerate our partners' entrance into the digital advice marketplace -- both inside the 401(k) plan and out.

Company Information

Company Status
Acquired or Merged
Industry
FinTech
Mailing Address
104 S Michigan Ave. 1400
Chicago, IL 60603
USA
Phone
(312) 264-7000
Website
www.nextcapital.com
Email Address
[email protected]
Overview
Our mission is to deliver personal, objective, world-class and affordable portfolio solutions to investors everywhere.
Profile
NextCapital LinkedIn Company Profile
Social Media
NextCapital Company Twitter Account
Company News
NextCapital News
Facebook
NextCapital on Facebook
YouTube
NextCapital on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
John Patterson
  John Patterson LinkedIn Profile  John Patterson Twitter Account  John Patterson News  John Patterson on Facebook
Chief Technical Officer
Jon Hagen
  Jon Hagen LinkedIn Profile  Jon Hagen Twitter Account  Jon Hagen News  Jon Hagen on Facebook
Executive Vice President
Rob Foregger
  Rob Foregger LinkedIn Profile  Rob Foregger Twitter Account  Rob Foregger News  Rob Foregger on Facebook
President
Dirk Quayle
  Dirk Quayle LinkedIn Profile  Dirk Quayle Twitter Account  Dirk Quayle News  Dirk Quayle on Facebook
VP - Bus. Development
Elizabeth Kigin
  Elizabeth Kigin LinkedIn Profile  Elizabeth Kigin Twitter Account  Elizabeth Kigin News  Elizabeth Kigin on Facebook
VP - Bus. Development
Jared Melnyk
  Jared Melnyk LinkedIn Profile  Jared Melnyk Twitter Account  Jared Melnyk News  Jared Melnyk on Facebook
VP - Customer Service
Patricia Saunders
  Patricia Saunders LinkedIn Profile  Patricia Saunders Twitter Account  Patricia Saunders News  Patricia Saunders on Facebook
VP - Engineering
Jason Bender
  Jason Bender LinkedIn Profile  Jason Bender Twitter Account  Jason Bender News  Jason Bender on Facebook
VP - Engineering
Thomas Patterson
  Thomas Patterson LinkedIn Profile  Thomas Patterson Twitter Account  Thomas Patterson News  Thomas Patterson on Facebook
VP - Finance
Wiley Green
  Wiley Green LinkedIn Profile  Wiley Green Twitter Account  Wiley Green News  Wiley Green on Facebook
VP - General Counsel
John Belcaster
  John Belcaster LinkedIn Profile  John Belcaster Twitter Account  John Belcaster News  John Belcaster on Facebook
VP - General Counsel
Wayne Kim
  Wayne Kim LinkedIn Profile  Wayne Kim Twitter Account  Wayne Kim News  Wayne Kim on Facebook
VP - Operations
David Slusarski
  David Slusarski LinkedIn Profile  David Slusarski Twitter Account  David Slusarski News  David Slusarski on Facebook
VP - Product Management
Sean Cusick
  Sean Cusick LinkedIn Profile  Sean Cusick Twitter Account  Sean Cusick News  Sean Cusick on Facebook
VP - R & D
Tristan Linke
  Tristan Linke LinkedIn Profile  Tristan Linke Twitter Account  Tristan Linke News  Tristan Linke on Facebook
VP - Sales
Jack Belcaster
  Jack Belcaster LinkedIn Profile  Jack Belcaster Twitter Account  Jack Belcaster News  Jack Belcaster on Facebook

 

 

Browse more venture capital transactions:

Prev: 12/17/2015: Bringg venture capital transaction
Next: 12/17/2015: Matcherino venture capital transaction

 

Share this article

 

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.

 

Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities

Contributors

Business Glossary

 

Copyright © 2001-2024. Gaebler Ventures. All rights reserved.