When was NextFolio founded?

NextFolio was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Where is NextFolio located?

NextFolio is headquartered in Traverse City, United States.

How many employees does NextFolio have?

As of Sep 30, 2026, the latest employee count at NextFolio is 7.

Is NextFolio a funded company?

NextFolio is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Jul 23, 2024.

When was the latest funding round of NextFolio?

NextFolio's latest funding was a $***** Seed round on Jul 23, 2024, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.2B in funding in 2026 to date.

Where does NextFolio rank among its competitors?

NextFolio ranks 2682nd amongst 11171 active competitors, of which 314 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Wells Fargo, which secured $327K in Sep, 2025.

Who are the top competitors of NextFolio?

NextFolio's top competitors include Fidelity Investments, FIS and Investec. Among them, Wells Fargo secured the most recent funding round in September, 2025.

NextFolio - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of investment strategies using machine learning for equity portfolios. These strategies utilize data science to analyze holdings and weights of mutual funds and exchange traded funds. The process identifies high conviction stock selections across multiple institutional managers to construct long only domestic equity portfolios. By replicating fund holdings through predictive analytics, the approach aims to capture stock selection performance while avoiding the fees associated with traditional fund of funds structures. The portfolios are designed to maintain style purity across various market capitalizations and investment categories.

Website: nextfolio.ai
Email ID: *****@nextfolio.ai

Key Metrics

Founded Year

2023

Location

Traverse City, United States

Stage

Seed

Total Funding

$25K in 1 round

Latest Funding Round

Seed, Jul 23, 2024, $*****

Ranked

2682^nd among 11171 active competitors

Employee Count

7 as on Sep 30, 2026

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View NextFolio's full profile

NextFolio has raised a total funding of $25K over 1 round.

Here is the list of recent funding rounds of NextFolio:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 23, 2024	8364425	Seed	6253397	4280057	9713741	5745143

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View details of NextFolio's funding rounds and investors

The founders of NextFolio is Paul Ahern.

Here are the details of NextFolio's key team members:

Paul Ahern: Former Co-Founder of NextFolio.

View details of NextFolio's Founder profiles and Board Members

NextFolio's employee count trend

NextFolio has 7 employees as of Sep 26. Here is NextFolio's employee count trend over the years:

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Top competitors of NextFolio include Fidelity Investments, FIS and Investec. Here is the list of Top 10 competitors of NextFolio, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	82/100
2nd	FIS 1968, Jacksonville (United States), Public	Provider of software suite for banks and financial institutions	-	Venture Worx, Thomas H Lee Partners & 1 others	79/100
3rd	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
4th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	76/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	76/100
6th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	74/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Clarus Ventures ... & 3 others	73/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	72/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	72/100
2682nd	NextFolio 2023, Traverse City (United States), Seed	Provider of investment strategies using machine learning for equity portfolios	$25K	-	26/100