WealthTech100 has recognized Nextvestment, an AI-driven platform, for its innovative approach to providing tailored, advisor-supported guidance to underserved investors.

Singapore, April 02, 2025 — Nextvestment, an AI-native platform changing how mass-affluent individuals receive financial advice, has been included in the 2025 WealthTech100’s Most Innovative WealthTech Companies, a global list recognizing firms that are revolutionizing wealth and asset management.

Michael Davies, Founder and CEO of Nextvestment

The WealthTech100, compiled annually by FinTech Global, distinguishes exceptional companies that are shaping the future through improved client interaction, personalization, and regulatory advancements. The list, now in its seventh year, selects 100 firms from over 1,200 candidates worldwide and is a resource for senior leaders in banks, asset management firms, and family offices.

Many investors today must choose between inexpensive, self-directed platforms and high-end advisory services designed for the wealthiest individuals, leaving a significant portion of the market without adequate service.

“It’s like being stuck between economy and first class on a flight,” said Michael Davies, CEO of Nextvestment. “These clients want more than just the basics, but there’s a gap in the market. We created Nextvestment to provide a scalable and accessible personalized, ‘premium plus’ experience.”

Addressing the Gap in Wealth Advice

The wealth management sector is experiencing a generational change as trillions of dollars are transferred to younger, digitally savvy investors. While high-net-worth clients receive specialized service and beginner investors use robo-advisors, those with $100,000 to $1 million in investable assets are frequently overlooked.

Nextvestment fills this void with a platform that uses real-time data and integrates insights from financial institutions to guide users toward informed, relevant decisions. This allows human advisors to concentrate on more in-depth and valuable discussions.

Designed for Integration, Not Replacement

Nextvestment is designed to work with existing financial institution infrastructures, connecting to CRMs, portfolio management systems, and compliance workflows, which simplifies deployment.

Key Platform Features:

• Seamless Integration with existing enterprise systems and tools

• Real-Time Assistance to identify opportunities, risks, and client needs

• Advisor Mode to facilitate smooth transitions and strengthen client relationships

Early adoption in Asian and European institutions shows a growing need for scalable solutions that enhance advisor capabilities and serve the mass-affluent market with personalized service.

Future Plans

Nextvestment is improving its generative AI capabilities to focus on long-term memory, behavioral understanding, and enhanced personalization. These upgrades will enable the platform to better understand clients over time and deliver more relevant and timely insights.

“We’re making conversations feel more natural, intuitive, and valuable,” said Davies.

Upcoming features include:

• Proactive recommendations tailored to client goals and timelines

• Continuous learning from interactions to improve advice over time

• Advisor tools that highlight key opportunities across all client accounts

These improvements are designed to simplify client decision-making and enable financial institutions to provide more meaningful engagement at scale.

About Nextvestment

Founded in 2024 and based in Singapore, Nextvestment develops AI-driven tools for modern wealth management, enabling financial institutions to deliver personalized, proactive insights at scale. The platform combines advanced technology with a human-centric approach to improve advice delivery for the mass-affluent segment.

Learn more or request a demo at: 

About the WealthTech100

The WealthTech100, created by FinTech Global, is an annual list recognizing the world’s most innovative technology providers that are transforming investment, advice, and wealth management. Now in its seventh year, the list highlights solutions that address major industry challenges, including personalization, engagement, compliance, and digital transformation.

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Media Contact

Annabelle Lin

Chief Revenue Officer

annabelle@nextvestment.com

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