The Future ofFinancial Advice
We believe the first step to better financial outcomes is understanding. Nextvestment gives every client their first moment of clarity about their wealth — and gives institutions the control to deliver that moment at scale.
Why We Started Nextvestment
“After 15 years building digital products at DBS and across Asia's financial sector, I kept running into the same gap: our apps couldn't answer client's simplest question: ‘How is my portfolio doing?’ The knowledge existed — in research reports, in advisors' heads, in CRM notes — but it was locked away from the people who needed it most.
We started Nextvestment to unlock it. Not by replacing advisors, but by giving every client their first moment of understanding — and giving advisors the context to make every conversation count.”
— Michael Davies, CEO
Today, we power AI-driven client engagement for regulated institutions across Asia and Europe, helping them turn every client question into an opportunity for deeper relationships.
Trusted by regulated institutions across Asia and Europe
Winner WealthTech100 2025
NVIDIA InceptionSingapore • Hong Kong • Europe • US
Meet the Team
A team of builders, operators and quietly obsessed problem-solvers who believe wealth advice should feel more human — and more helpful — for everyone.
Michael Davies
CEO, Strategy
Engineering and product leader with 15+ years building financial and AI systems across DBS and major insurers. Focused on creating clear, practical tools that modern advisors and customers can rely on.
Avenash Kabeera
Technology
ML Engineer with 12 years at FactSet building large-scale financial data systems and several years at Agoda developing machine learning platforms. Brings deep expertise in distributed systems and scalable ML architecture.
Annabelle Lin
Revenue
Commercial leader with over 20 years across consulting, enterprise technology, and financial services, including roles at EY, Google, and Citibank. Skilled in navigating institutional requirements and driving long-term partnerships.
Shiyin Chan
Product
Product strategist and builder experienced in leading product and go-to-market across various tech verticals. Brings a deep understanding of user needs and a passion for building intuitive, user-friendly solutions.
