The AI‑Native Investment Platform Built Around People
Whether you're helping clients build wealth or empowering your teams to move faster, Nextvestment brings the power of AI to the people who drive results.
I Want To Use AI For My Clients
Scale wealth management without losing the human touch. Give clients smart AI tools—and bring in your advisors when it really counts.
I Want To Use AI For My Team
Help your people move from research to insights in seconds. With AI that understands context, uncovers signals, and explains the why.
An Enterprise-Grade Platform
Unifying AI, Portfolio Management, and Compliance within a single, scalable architecture.
Generative AI
RAG-powered intelligence combining LLMs with vetted financial data for real-time insights.
Portfolio Analytics
Real-time performance metrics and interactive allocation analysis tools.
Smart Engagement
AI-driven dialogue that adapts to each client's profile and preferences.
Enterprise Security
Bank-grade encryption with automated compliance checks and audit trails.
Live Data Pipelines
Real-time market data integration and streaming portfolio updates.
Research Tools
Move from research to insights in seconds with AI-powered analysis.