AI client intelligence layer for wealth management institutions

Nextvestment is a B2B AI platform that helps wealth management institutions deliver personalised, defensible financial advice at scale, without re-platforming or adding headcount. It embeds as the intelligence layer between institutions, their relationship managers and their clients, surfacing the right insight at the right moment inside existing compliance and disclosure frameworks. As clients increasingly turn to generic AI before speaking to an advisor, institutions risk losing pricing power and their default role in the advice journey; Nextvestment is built to hold that ground with a governed, explainable, regulation-first approach. Every output is traceable, auditable and constrained to an institution's own house views and suitability rules, embedding into existing workflows in one to two months with no re-platforming. The platform is already live in production with Phillip Securities, Singapore's largest retail brokerage, and Bison Bank in Europe, with active enterprise conversations underway at two additional APAC institutions and with Tier 1 institutions in the U.S. The founding team combines over 50 years of combined experience: CEO Michael Davies is the former CTO of a USD 3.5B AUM firm and led a 150-person technology organisation at DBS; CRO Annabelle Lin spent 20 years in financial services and tech growth roles at Google, EY and Citi; CTO Avenash Kabeera brings AI and machine learning depth from FactSet. Nextvestment has been named a WealthTech100 Leader for 2025 and 2026.