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Nextvestment

Singapore-based fintech developing Financial Guidance Copilot. Partnered with Phillip Securities to launch POEMSGPT, an AI-powered trading assistant using generative AI and real-time reasoning to transform market data into actionable insights.

Overview

Pricing Model
enterprise

Products & Services

Nextvestment AI Engagement Layer

b2b

AI-powered client engagement platform for wealth management. Converts client questions into personalized guidance with compliance guardrails.

  • AI-powered client responses
  • RM signal scoring
  • Portfolio grounding
  • White-label deployment
  • Compliance automation
  • CRM integration
Learn more

Company Information

Legal Name
Nextvestment Pte Ltd
Headquarters
Singapore, Singapore
Team Size
5-15
Primary Timezone
Asia/Singapore

Founding

Founder
Michael Davies
Background
15+ years building digital products at DBS and Asia financial sector

Competitive Analysis

Proposition: White-label AI engagement maintaining house view and compliance. $65bn AUM served. 40% monthly active engagement.

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