About Nextvestment
Redefining the Future ofFinancial Advice
We're on a mission to democratize access to sophisticated wealth management through the power of Generative AI.
Our Mission
Making Sophisticated Wealth Management Accessible to All
We believe that advanced wealth management capabilities should be accessible to all financial professionals, not just the largest institutions. Through the power of AI, we're making that vision a reality.
Our Team
Meet the Founders
M
Michael Davies
CEO & Product
Fintech executive with 15+ years experience in Financial Services and AI.
A
Avenash Kabeera
Technology
AI/ML expert with background in quantitative finance and distributed systems.
A
Annabelle Lin
Revenue
Experienced sales leader with 20+ years experience in enterprise solutions.