Hao Lu

Principal, Advice Solutions at NextCapital - Chicago, IL, US

Hao Lu's Colleagues at NextCapital
Tom Patterson

Director Of Engineering

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Jared Melnyk

Director Of Business Development

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Jay Wilder

Product Manager, Core and Analytics

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Joshua Heng

Engineering Manager II

Contact Joshua Heng

Josiah Witt

Software Engineer II

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Jacob Shapiro

Lead Designer - Advice

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Hao Lu's Contact Details
HQ
312-264-7000
Location
Company
NextCapital
Hao Lu's Company Details

NextCapital

Chicago, IL, US • 100 - 249 Employees
SaaS

NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm's open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.An innovative and inclusive workplaceAt NextCapital, our vision is to be the most ​​investor-centric company, where everyone can find and follow their optimal path to ​a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you're passionate about building solutions that can help everyone, then you'll find a home at NextCapital.Learn more about NextCapital at www.themuse.com/companies/nextcapital

Portfolio Management Retirement 401(k) Managed Accounts Account Aggregation Fintech saas Investments - Consumer SaaS Financial Advisory Services Financial Services
Details about NextCapital
Frequently Asked Questions about Hao Lu
Hao Lu currently works for NextCapital.
Hao Lu's role at NextCapital is Principal, Advice Solutions.
Hao Lu's email address is ***@nextcapital.com. To view Hao Lu's full email address, please signup to ConnectPlex.
Hao Lu works in the Financial Services industry.
Hao Lu's colleagues at NextCapital are Tom Patterson, Jared Melnyk, Jay Wilder, Joshua Heng, Gabriel Osborne, Josiah Witt, Jacob Shapiro and others.
Hao Lu's phone number is 312-264-7000
See more information about Hao Lu