NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high-net worth investor.

Finance

NextCapital

John Patterson

Christine Puopolo

Robert Geboy

Jack Belcaster

Brian Henery

Tristan Linke

Dirk Quayle

The Engineering Team at NextCapital is responsible for designing, developing, and maintaining the Digital Advice Platform. Comprised of DevOps Engineers, Software Engineers, and Full Stack Developers, the team ensures robust, scalable, and secure infrastructure while delivering seamless user experiences and innovative features for a diverse range of investors.

Engineering Team

Leadership Team

Engineering Team

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Leadership Team