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Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
CSC Leasing Company is a Virginia Beach, VA-based company in the Financial Services sector.
Perfect Circle Credit Union is a Hagerstown, IN-based company in the Financial Services sector.
OTR Solutions is a financial services company that provides factoring solutions and funding for trucking, freight, and fleets.
Waypoint is a business enterprise for the managers and advisers of the funds and investments associated with the Bertarelli family. The group is active in two areas: Life sciences and asset management, including real estate. Chaired by Ernesto Bertarelli, Waypoint is headquartered in Geneva, with offices in London, Jersey, Boston and Luxembourg.