NextWealth
- Company typePrivate
- Founded2017
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What NextWealth does
Next Wealth Limited (trading as NextWealth) is a London-headquartered, privately-held specialist research and consultancy practice founded in 2017 by Heather Hopkins. The firm focuses exclusively on the UK wealth management market, serving technology providers, discretionary fund managers, investment platforms, fund and asset managers, financial advice businesses, and trade bodies with syndicated research, bespoke consulting, and events. Core products include the NextWealth Directory (50+ technology providers, 4,000+ user reviews), the NextWealth Panel (research community of hundreds of advice professionals), syndicated research series (MPS Proposition Comparison, Adviser Technology, FABB, Retirement Advice, Discovery), the AI Directory, and the annual NextWealth Live conference. Revenue is generated primarily through subscription-style access to research and directory content and professional services engagements (bespoke consulting and event sponsorships); pricing for reports and consulting is quote-based and not publicly disclosed. The company operates with a small specialist team of approximately 10–15 staff led by CEO Heather Hopkins, Chairman Peter Mann and NED Helen O'Neill, and is bootstrapped with no disclosed external institutional funding.
NextWealth firmographics
Firmographics- Name
- NextWealth
- Legal name
- Next Wealth Limited
- Website
- https://nextwealth.co.uk
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where NextWealth is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
NextWealth business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Syndicated Research Reports: NextWealth publishes syndicated research reports on MPS market, adviser technology, fee benchmarking, consolidation trends, and retirement advice. Reports are available for purchase with sample reports available for download in exchange for contact details.
- NextWealth Directory: Technology provider directory featuring reviews, ratings, and integration information for financial adviser technology. The directory is accessible to signed-in users and contains over 50 technology providers with ratings from 4,000 reviews.
- Bespoke Consulting Services: Custom research and consultancy engagements for technology providers, fund managers, DFMs, and financial advice businesses on investment propositions, technology and innovation, and distribution strategies.
- Events and Conferences: NextWealth Live annual conference and private roundtable events. NextWealth Live 2027 scheduled for 16 March 2027 at Royal Institution, London. Group discounts available (20% for groups of 3+).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time/ perpetual license | Early bird tickets available until 12 June 2026 |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
NextWealth product offering
Product offeringCore offering
NextWealth is a specialist research and consultancy practice that publishes syndicated research reports on the UK financial adviser, MPS, advice tech, fee benchmarking, consolidation and retirement advice markets. It supplements published research with bespoke consulting for technology providers, DFMs, platforms and asset managers, a NextWealth Directory with reviews and ratings of adviser technology providers, a financial advice professional research panel, and the NextWealth Live annual conference plus private roundtables.
Product overview
NextWealth is a specialist research and consultancy practice offering a portfolio of products and services for the UK wealth management industry. The core offerings include syndicated research reports and bespoke consulting services, a technology provider directory with over 50 provider profiles and thousands of user reviews, a research panel for financial advisers (NextWealth Panel), and public/private events including the flagship NextWealth Live annual conference. Their research coverage spans financial adviser market segmentation, advice tech, investment propositions (particularly MPS), fee benchmarking, consolidation trends, and retirement advice. The company also maintains an AI Directory to help industry participants navigate the AI landscape.
Differentiator
Problem solved
Functional benefit
Products and services
- NextWealth Research Publications Syndicated research reports covering financial adviser market segmentation, advice technology, investment propositions (MPS), fee benchmarking, consolidation trends and retirement advice for technology providers, DFMs, platforms, asset managers and financial advice businesses.
- NextWealth Directory A technology provider directory featuring reviews and ratings of more than 50 adviser back-office, platform and CRM providers, including ratings on willingness to recommend, integrations, value for money and service, posted by financial advice professionals.
- NextWealth Panel Research panel for financial advice professionals to participate in surveys and phone interviews and gain access to free research, benchmarking data, and industry reports including the Financial Advice Business Benchmarks (FABB) report.
- NextWealth Live Annual Conference Annual flagship conference bringing together wealth management industry leaders for speaker sessions, debates and networking, with private roundtables including DFM Council, Head of Platform Propositions Roundtable, AI Lab community and Adviser Business Forum running alongside.
- AI Directory Directory built to help advisers, networks and providers navigate the AI landscape with confidence, providing information on AI solutions for the wealth management sector.
- Bespoke Consulting Services Custom research and consultancy engagements for technology providers, fund managers, DFMs and financial advice businesses covering investment propositions, technology and innovation, and distribution strategies.
Quantifiable outcome
- UK discretionary MPS market reached £208 billion in assets under management as of March 2026, growing 32% year-on-year
- +6 more outcomes
Companies that use NextWealth
Customer profileNamed customers15 records
Segments7 records
Ideal customer profiles6 records
NextWealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NextWealth partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- QuiltercoreNextWealth partnered with Quilter to produce 'The Headlines That Matter', a practical guide for financial advisers navigating the 2027 pension inheritance tax changes. This guide explores how advisers are responding to the changes, communication strategies, and behavioral factors influencing client decision-making.
- Brooks MacdonaldcoreNextWealth partnered with Brooks Macdonald to publish 'The CRP You Already Have', a practical guide to strengthening Consistent Retirement Playbooks. The guide helps advice firms recognize what they already have in terms of retirement planning consistency and identify gaps.
- BNY InvestmentcoreSponsored 'Retirement Advice in the UK 2026' research exploring how retirement advice is evolving in practice and what this means for firms seeking to deliver consistent, confident and human-centred retirement outcomes.
- WavestonecoreNextWealth partnered with Wavestone to produce the NextWealth Live 2026 conference report, capturing key themes, discussions and standout moments from the annual conference.
- Brooks MacdonaldcoreMedia partner and sponsor for NextWealth Live 2027 conference. Brooks Macdonald supporting the annual flagship event for wealth management industry leaders.
- EVminorEvent sponsor for NextWealth Live 2026, the annual flagship conference bringing together wealth management industry leaders.
- FirenzeminorEvent sponsor for NextWealth Live 2026, the annual flagship conference bringing together wealth management industry leaders.
- intelliflominorEvent sponsor for NextWealth Live 2026, the annual flagship conference bringing together wealth management industry leaders.
- Scottish WidowsminorEvent sponsor for NextWealth Live 2026, the annual flagship conference bringing together wealth management industry leaders.
- SS&CminorEvent sponsor for NextWealth Live 2026, the annual flagship conference bringing together wealth management industry leaders.
- PIMFAcoreNextWealth combined forces with PIMFA (Personal Investment Management & Financial Advice Association) to publish the annual Financial Advice Business Benchmarks (FABB) report, allowing financial advice professionals to compare their firms with peers.
- Ortec FinanceminorWorked with Ortec Finance to consolidate 'Innovation with integrity' report showcasing decision-makers' brief to the market on AI innovation in personal advice.
- AegoncorePartnership tracking demand and developments in retirement planning in the UK, building on NextWealth's broader research program on retirement advice.
- Fidelity Adviser SolutionscorePartnership since 2020 to track shifts in the adviser market and understand distribution dynamics and adviser business model evolution.
- M&G Wealth PlatformcoreLong-term research partnership since 2019 carrying out annual research tracking the use and adoption of Centralised Retirement Propositions in the UK wealth management market.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
NextWealth competitors and assessment
Company assessmentDirect peers
- The Lang Cat: UK specialist platform and DFM research/consultancy firm serving advisers, platforms and providers with benchmarking, reviews and events. Closest direct competitor to NextWealth in the UK advice research niche.
- Platforum: UK platform and DFM research/consultancy firm producing benchmark reports and advisory work. Direct overlap with NextWealth's platform and DFM syndicated research franchises.
- Boring Money: UK consumer-facing investment research and ratings firm that also serves advisers and providers with market intelligence. Overlaps with NextWealth in providing independent UK investment research and benchmarking.
- AKG: UK financial services research and ratings specialist focused on advisers, platforms and providers. Comparable as a long-running UK financial-services research house serving similar enterprise buyers.
- Defaqto: UK financial product ratings, data and research provider serving advisers, platforms and consumers. Comparable in serving UK advice-firm decision-making with structured product/provider intelligence.
Broad incumbents
- Incisive Media (Investment Marketing / Professional Adviser): UK B2B media and events business serving financial advisers and wealth managers through events, research and publishing. Julie Best at NextWealth previously led research at Incisive Media, evidencing direct adjacency.
- FE fundinfo: Large UK/European investment data and analytics provider serving advisers, platforms and asset managers. Broader incumbent that competes for the same enterprise buyers' research and data budgets.
- Morningstar UK: Global investment research and data giant with a substantial UK adviser and platform-facing business. Adjacent incumbent offering fund data and research that overlaps with parts of NextWealth's coverage.
Others
- PIMFA: UK Personal Investment Management & Financial Advice Association, the leading trade body for wealth and advice firms. Co-publisher with NextWealth of the FABB report and a quasi-partner whose own research outputs overlap with NextWealth's.
- Wavestone: Global management and technology consultancy with a UK financial services practice that co-produces research and the NextWealth Live conference report. Strategic partner and partial adjacent competitor for consulting work in UK wealth.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
NextWealth social profiles
Digital presenceNextWealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
NextWealth leadership team
Management profileNumber of profiles
Profiles13 records
NextWealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NextWealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NextWealth
What does NextWealth do?
NextWealth is a specialist research and consultancy practice that publishes syndicated research reports on the UK financial adviser, MPS, advice tech, fee benchmarking, consolidation and retirement advice markets. It supplements published research with bespoke consulting for technology providers, DFMs, platforms and asset managers, a NextWealth Directory with reviews and ratings of adviser technology providers, a financial advice professional research panel, and the NextWealth Live annual conference plus private roundtables.
Is NextWealth a public or private company?
NextWealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NextWealth founded?
NextWealth was founded in 2017. It employs 1 to 10 people.
Where is NextWealth based?
NextWealth is headquartered in London, United Kingdom, in the Europe region.
How does NextWealth make money?
Four revenue lines are on record. Syndicated Research Reports are the primary driver. The others are nextWealth Directory, bespoke Consulting Services and events and Conferences.
Who are NextWealth's main competitors?
Direct peers on record are The Lang Cat, Platforum, Boring Money, AKG and Defaqto. Broad incumbents are Incisive Media (Investment Marketing / Professional Adviser), FE fundinfo and Morningstar UK. Others are PIMFA and Wavestone.
Does NextWealth have an API?
No public API is recorded for NextWealth.