Tech stack
No one at Next Generation Investing, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Folio
Per Form ADV · $127M held · filed Sep 2023
S
Security Benefit
Per Form ADV · $29M held · filed Sep 2023