Nextvestment
“Can an AI engagement layer make every wealth advisor able to serve thousands of clients personally, compliantly, and on the record — without replacing the human relationship?”
Founded2023
HQWilmington, Delaware, USA (with subsidiary in Singapore)
FoundersMichael Davies, Avenash Kabeera, Annabelle Lin
Latest roundAccelerator/Incubator
IndustryVertical SaaS / Wealth Management
The story
Founded 2023 by ex-DBS, FactSet, and Citibank operators to build an AI copilot for wealth advisors. Positioned as an engagement/intelligence layer that sits on top of an institution's existing stack — Nextvestment does not hold client money, issue cards, or provide banking; it processes client questions through a compliance-classified pipeline (factual / contextual / suitability gate). Initial traction in Singapore and Europe with regulated wealth institutions; in 2026 expanded to serve US independent fiduciary advisors by ingesting brokerage account data via Plaid.
Product timeline
2023
Nextvestment Inc. founded in Delaware to build generative AI platform for wealth management· pivot
2025
Presented at Singapore Fintech Festival, Money 20/20, Hong Kong Fintech Week· banking
2026
Won SC Ventures Fintech & AI Pitch Competition; deployed in production at regulated wealth institution in Singapore with 33,000+ users in first year· banking
2026
Launched offering for independent US advisors supporting brokerage accounts via Plaid· pivot
The stack
1 layer disclosed in Nextvestment’s embedded-finance stack
Open banking
Accounting gap: none