Have an access code? Explore the platform here
Because Wealth
Should Feel Personal
Nextvestment helps financial institutions deliver personalized, compliant advice — at scale and without re-platforming.
Have an access code? Explore the platform here.
The AI-Native Engagement Layer for Wealth Management
Unifying AI, Portfolio Management, and Compliance within a single, scalable architecture. Nextvestment helps financial institutions deliver personalized investment solutions at scale.
Finance Was Built for Branches.
People Now Live in a Digital-First World.
Modern clients expect more than statements and dashboards — they want personalized conversations, real-time insights, and confidence in their financial future.
But traditional wealth management infrastructure hasn't caught up with digital-first expectations, leaving advisors overwhelmed and clients underserved.
That's where we come in.
What if Every Client Had a Personal Wealth Advisor?
Nextvestment helps banks deliver personalized advice at scale — securely, compliantly and without re-platforming.
Our AI-native platform bridges the gap between human investment advice and digital experiences, enabling every client to receive tailored portfolio insights, real-time market analysis, and personalized investment recommendations, anytime, anywhere.
We turn Questions into Signals
and Signals into Outcomes
Here’s what happens when a client asks a question.
Proven Results with Regulated Financial Institutions
Already deployed with leading banks, wealth management firms, brokerages, and family offices, delivering measurable improvements in client engagement and advisor productivity.
$65bn
IN Combined AUM across institutions powered by nextvestment
40%
CLIENT ENGAGEMENT RATE - ACHIEVED WITHOUT OUTBOUND MARKETING
1 in 10 clients
take an investment action after interacting with our tools