Nextvestment
The AI-native engagement layer for wealth teams
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.

Is now a good time to invest in Japan?

Why is my portfolio down this month?

What else should I be holding if I want more income?

Who is my advisor?

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.
Aligned with your house view and compliance workflows.