Shirley Zhu's Contact Details

Shirley Zhu's Company Details

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