Next Capital

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Retirable

This company provides a digital platform offering retirement planning, investment management and income tools for middle-income individuals approaching or in retirement.

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

RETIREMENT INCOME SOLUTIONS

This company provides an analytics platform for retirement plan fiduciaries and advisors to evaluate and implement guaranteed income solutions within defined contribution plans.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

Next Matter

This company develops workflow orchestration software for financial services firms to automate and govern complex operations, including client onboarding and regulatory compliance processes.

FutureMoney

This company provides a digital investment platform that helps families build wealth for children through tax-advantaged accounts and automated portfolios.

Autonomous Technologies Group

This company develops an artificial intelligence wealth management platform providing financial advisory services to individual investors.