Nextvestment
The AI-native engagement layer for wealth teams
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What if your clients could ask their investment questions inside your platform?

They’re already asking elsewhere.
We help you capture intent as it happens, respond with clarity, and route it to the right advisor—automatically.

These are the questions your clients want to ask but can't

These aren't support questions. They're buying signals, trust signals, moments that matter.But today, they're missed in inboxes, ignored in contact forms or never asked at all.

User
Is now a good time to invest in Japan?
User
Why is my portfolio down this month?
User
What else should I be holding if I want more income?
User
Who is my advisor?
User
Is this fund really aligned with my goals?
Engagement Workflow

We turn Questions into Signals and Signals into Outcomes

Here’s what happens when a client asks a question.

1
Client asks
Inside your app or portal
2
AI responds
Our AI-powered wealth-management software enriches the question with market & CRM data.
3
Signal sent to RM
Scored, prioritized and explained with context
4
Advisor acts
Meeting booked, trade triggered, review launched
🇯🇵

Wants to invest in Japan

💰

Has cash to invest

🚀

Is looking for growth stocks

💸

Is exploring alternative investments

📊

Wants to understand their portfolio

You don’t need more noise.
You need better signals.

3xmore RM-led meetings from client-initiated questions
75%of signals came from clients marked as "inactive"
6 minaverage time from question to advisor follow-up
Based on anonymized pilot data with Financial Institutions

Built for Financial Institutions

Trusted by the Industry
Recognized in the Top 100 WealthTech 2025. Built for the next generation of wealth platforms.
Enterprise-Grade, Compliance-Ready
Security monitored continuously. View our Trust Center
Deployed in Regulated Environments
Live with financial institutions today.
Aligned with your house view and compliance workflows.
Learn more about us