About us

NextWealth is a research, data and consulting business helping firms to adapt and thrive amid disruption.

Our customers are platforms, asset managers, technology companies and financial-advice businesses. We publish syndicated research reports and industry metrics, perform bespoke services and host public events and private roundtables.

One of the most dynamic areas of disruption is in the tech stack supporting financial-advice businesses. There is enormous frustration among financial planners with their technology infrastructure. Digital technologies are supposed to make things easier, but too often they fail at this.

The purpose of the NextWealth Infrastructure Directory is to help financial planners learn from the successes—and mistakes—of their peers to run more efficient, profitable and sustainable businesses.

By helping financial planners operate better, we hope to support the overall industry and ensure that financial-services companies adapt, innovate and thrive.

And that means a society with more savings and investments, and people with more financial security and peace of mind when they need it most.

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