Zexi Zhang

Financial Engineer at NextCapital - Chicago, IL, US

Zexi Zhang's Contact Details
HQ
312-264-7000
Location
Chicago,Illinois,United States
Company
NextCapital
Zexi Zhang'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 Zexi Zhang
Zexi Zhang currently works for NextCapital.
Zexi Zhang's role at NextCapital is Financial Engineer.
Zexi Zhang's email address is ***@nextcapital.com. To view Zexi Zhang's full email address, please signup to ConnectPlex.
Zexi Zhang works in the Financial Services industry.
Zexi Zhang's colleagues at NextCapital are Ivy Satterwhite, Robert Geboy, Henry Firth, Simi Dhillon, Picharn Kullavanijaya, Niko Wells, Ken Ellorando and others.
Zexi Zhang's phone number is 312-264-7000
See more information about Zexi Zhang