64
Growth Score
pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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233862
AI-Native Wealth Platfrom
About the Company
Nextvestment is an AI-native Wealth Platform that helps financial institutions deliver personalized financial guidance at scale. By combining Generative AI with deep financial expertise, we enable advisors to serve more clients efficiently while making sophisticated investment advice accessible to the Mass Affluent market.
Our platform bridges
the gap between self-directed investing and traditional advisory services, giving institutions a powerful way to expand their reach and deliver value.
