Many investors today face a frustrating choice between low-cost, do-it-yourself platforms and premium advisory services tailored for ultra-wealthy clients.

This is where Nextvestment comes in. The platform combines cutting-edge AI technology with a human-first approach, offering a personalized “premium plus” experience that’s both scalable and accessible.

So, how exactly is Nextvestment transforming how financial professionals navigate investments using GenAI-powered insights?

On The Big Story, Hongbin Jeong speaks with Michael Davies, Founder and CEO of Nextvestment to find out more.

 

Presented by: Hongbin Jeong

Produced and Edited by: Nadiah Koh ([email protected]) and Alexandra Parada

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