Our story
Built by people who’ve seen the gap from the inside.
“We’re not building AI to replace financial advice. We’re building it because advice is only as good as the conversation that delivers it — and most of those conversations never happen.”
The founders of Nextvestment spent years inside some of Asia’s largest financial institutions. They understood the products, the regulations, the advisor workflows — and they kept running into the same problem. The knowledge existed. The technology existed. But the moment of connection between a client and their wealth kept slipping away.
Most AI in financial services is built to replace that moment — to automate the conversation away. We built Nextvestment to do the opposite. To make the conversation happen more often, go deeper, and leave the advisor in control of what matters most: the judgement, the relationship, the trust.
“After 15 years building at DBS and across Asia’s financial sector, I kept running into the same gap. Our apps couldn’t answer a 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 & Founder
SC Ventures Fintech & AI Pitch Competition
Winner 2026
AI Agents in Capital Markets
Singapore Fintech Festival 2025
EY Industry Talk
Singapore Fintech Festival 2025
Money 20/20 · Las Vegas
Hong Kong Fintech Week
Money 20/20 · Asia
The team
A small team. A very specific obsession.
We hire people who’ve worked inside the institutions we sell to. That’s not an accident — it’s the only way to build something they’ll actually trust.
CEO & Founder
15 years building at DBS and across Asia’s financial sector. Started Nextvestment because he’d seen firsthand how much institutional knowledge never reaches the client.
CTO & Co-founder
12 years at FactSet building large-scale financial data systems, then machine learning platforms at Agoda. Joined because the problem is genuinely hard, and genuinely worth solving.
CRO & Co-founder
20 years at EY, Google, and Citibank navigating enterprise technology and financial services. Understands how institutions make decisions and why most technology partnerships fail.
Product
Built products across multiple technology verticals with one consistent belief: if it’s complicated to use, it won’t get used. Keeps the platform honest.
Growth
A decade in wealth management at OCBC working directly with clients and advisors. Understands the workflows, the friction points, and what good actually looks like in practice.
Hong Kong Fintech Week
Michael & Annabelle · Nextvestment
Get started
Start with a conversation.
We work with institutions across the US, APAC, and Europe. Every engagement starts with understanding your regulatory environment, your client base, and where the advisory relationship breaks down today.
Get startedOr reach out directly
Michael Davies · CEO
michael@nextvestment.comAnnabelle Lin · CRO
annabelle@nextvestment.com