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Wealth Utilities

NextVestment

Investment Data & Analytics: Insights for Informed Decisions.

"NextVestment provides RIAs with a comprehensive platform for investment data aggregation, analysis, and reporting. The solution empowers firms to gain deeper insights into portfolio performance, risk exposures, and market trends, ultimately supporting more informed investment decisions and enhanced client outcomes."

Launch Product Page
Consensus Grade
C+
75/100 Confidence
Institutional Verified
Market Position
Ranked #402 in Wealth Utilities
Validated Adoption
4 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance analysis
Market data aggregation
Investment risk assessment
Customizable reporting dashboards
Scenario planning tools

Primary Use Cases

Portfolio performance reporting
Investment due diligence

Agentic Intelligence Briefing

"NextVestment empowers RIAs with data-driven insights to optimize investment strategies and improve client portfolio performance."

Real-time Forensic Synthesis

Competitive Strengths

Investment data aggregation
Portfolio analytics

Adoption Hazards

Lack of publicly available information makes thorough evaluation difficult
Pricing model not readily available

Stack Compatibility Profile

How NextVestment integrates into institutional RIA stacks.

4 Firms Analyzed
Bloomberg Tax (BNA)
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Advisor Websites (Responsive)
100%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
TimeLine
75%
Stack Correlation
Zoom
75%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Alpaca
2YCharts

Value Proposition

"NextVestment offers robust investment data and analytics, potentially enabling RIAs to make more informed investment decisions, but further research is needed given limited public information."

Audit Your RIA Stack

See how NextVestment fits into your overall tech efficiency score.

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