Your clients are already using ChatGPT for financial questions. Here’s why that’s a problem — and what AI tools actually built for advisors look like in 2026.

Nextvestment has been named to the WealthTech100 for 2026, recognised among the world’s most influential wealth technology companies for the second consecutive year.

Nextvestment has won the SC Ventures by Standard Chartered Fintech & AI Pitch Competition, competing against a strong field of fintech and AI founders across the region. The competition was judged by
The demos looked good. The technology works. Yet scaling AI in wealth management keeps stalling. The bottleneck was never model quality. It’s the data those models read from, the governance layer that
Most AI pilots in wealth management never reach production. Not because the models are wrong. Because the institutional knowledge required to make AI trustworthy, house views, duty of care, product lo
Anyone can ask an AI tool for an investment idea and receive a confident answer. But there is no CIO view behind it. No investment committee reviewed the position. No house framework shaped the respon