What is NextWealth?

We’re a specialist research and consultancy practice which is dedicated to helping financial advice professionals and organisations anticipate, adopt and adapt to what’s next in wealth.

How we help

Technology providers, DFMs, platforms, and fund and asset managers rely on our research, analysis, publishing and consultancy services to maintain a competitive edge. Discover how.

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Best Use of Market Research 2021 Winner


Adviser Technology Map

By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.


Adviser Productivity Tools

At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.


Periodic Table of Financial Planning

The anniversary of the creation of the Periodic Table of Elements has inspired us to create our own periodic table: an index of the essential elements of financial planning.

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