Nextvestment Demos at FinovateSpring 2026 in San Diego

Nextvestment Founder and CEO Michael Davies and CTO and Co-Founder Avenash Kabeera took the stage at FinovateSpring 2026 in San Diego on 5 May. They demoed the Client Intelligence Layer live in front of an audience of senior financial services decision-makers.

FinovateSpring is held annually in San Diego. It brings together more than 1,200 senior-level attendees, including over 600 from banks and financial institutions. Getting a demo slot requires a written application reviewed against criteria including novelty, originality, and potential impact. Far more companies apply than there are spots to fill. Every selected company gets seven minutes on the main stage. No pitches, no slides, no videos.

In the demo, a client asks a financial question and receives guidance grounded in the institution’s house view and aligned to their portfolio. That interaction is then surfaced to the relationship manager as a prioritised opportunity, with full context, directly on the RM Dashboard. Compliance teams can configure escalation rules, risk thresholds, and audit trails from a single interface.

At Nextvestment, this is the problem we are built to solve. We are the Institutional Intelligence Layer for regulated wealth institutions, helping banks, private banks, and wealth managers deliver financial guidance that is scalable, explainable, and institution-grade, within existing compliance and disclosure frameworks.

Watch the full demo: Nextvestment at FinovateSpring 2026

Thank you to the Finovate team for the invitation and for maintaining a format that holds companies to a high standard.

If your institution is thinking about what it means to have AI that sounds like one trusted institutional voice across every client interaction, it’s worth a conversation. Request a 15-minute demo with us.