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Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours?
Choosing the right AI tool or partner can feel overwhelming. The landscape is evolving fast, with new solutions emerging every month — but information is fragmented, technical claims are hard to compare, and it’s not always clear what’s proven in practice.
That’s why we’re launching the NextWealth AI Directory — a new resource built to help advisers, networks and providers navigate the AI landscape with confidence.
Who it’s for
Whether you’re an adviser experimenting with meeting note tools, a compliance leader assessing AI providers, or a corporate firm exploring strategic adoption — the Directory is for you.
What you’ll find inside
A curated, structured view of who’s doing what in AI across advice.
- Showcase vendor profiles — who they are, what they do, and who they serve
- Map categories clearly, so you can compare solutions side by side
- Highlight real-world details — integration, use cases and pricing models
- Be updated regularly, ensuring you stay current as the market evolves
Our aim is simple: save you time, reduce risk, and give you confidence in your next step with AI.
What you can do with it
- Shortlist vendors in minutes, not weeks
- Sense-check claims against practical constraints (data quality, workflow fit, user adoption)
- Plan pilots with clearer KPIs and expectations
- Reduce selection risk with consistent, comparable information
AI isn’t a future challenge — it’s a present-day opportunity. The question isn’t if it will reshape advice, but how we as an industry choose to adopt it.
The AI Directory is a paid, regularly updated resource. If it looks useful, get in touch and we’ll share pricing and what’s included.
“We built the AI Directory because advisers told us they felt both excited and overwhelmed by AI. This is about cutting through the hype, shining a light on what’s real, and helping the profession take the next step together.”
Chanelle Paynter, Associate Research Director at NextWealth
“We are spending a considerable time evaluating different AI providers, and the landscape is complex and fast-moving. Having a trusted resource that maps capabilities, commercial models and compliance readiness in one place is invaluable for firms trying to innovate responsibly. Selecting the right AI partners isn’t just a commercial decision, it’s a regulatory one. As firms, we remain accountable for how third-party technology impacts clients and controls. The AI Directory brings much-needed clarity to help manage that responsibility and mitigate third-party risk.”
Morven Grierson, Compliance Director at MKC Wealth