Nextvestment

Nextvestment is an AI-native Investment Management Platform that helps financial institutions deliver personalized financial guidance at scale. By combining Generative AI with deep financial expertise, we enable advisors to serve more clients efficiently while making sophisticated investment advice accessible to the Mass Affluent market. Our platform bridges the gap between self-directed investing and traditional advisory services, giving institutions a powerful way to expand their reach and deliver value.

All releases from Nextvestment