NextGen Planners receives minority investment from entrepreneur James Ashford

Ashford takes 10% equity stake

Isabel Baxter
clock • 2 min read

NextGen Planners has received a minority investment from entrepreneur, author, and speaker James Ashford, who has taken 10% stake in the business.

This firm said the partnership will "accelerate" its mission to provide its community of financial professionals with enhanced tools and strategies for personal and business growth. Speaking to PA, NextGen Planners director and chief revenue officer Rohan Sivajoti could not say how much exactly Ashford has put into the business but confirmed that it was a 10% stake. He said that the business' big focus going forward is all about personal growth. "People being the best versions of themselves at work in every possible way," Sivajoti said. Ashford is known for founding pricing soft...

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