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 tech stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? 

That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market. 

It will: 

• 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 

It’s designed to save you time, reduce risk, and give you confidence in your next step with AI. 

Who it’s for 

Whether you’re an adviser experimenting with meeting note tools, a compliance leader assessing due diligence, or a corporate firm exploring strategic adoption — the Directory is for you. 

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. 

If you’d like to learn more — what’s covered, how we assess vendors, and how your team can use the Directory — contact us for more information. We’re here to make your next step with AI faster, clearer and lower-risk. 

FAQ: NextWealth AI Directory 

What is the NextWealth AI Directory?
The NextWealth AI Directory is a practical, plain-English guide to AI tools and providers in the financial advice market. It helps advisers and firms navigate the rapidly evolving AI landscape, compare solutions, and identify vendors that deliver real value in practice.

Why was the AI Directory created?
Advisers often find AI exciting but overwhelming. New tools appear daily, and vendors promise time savings and improved client outcomes, but it’s hard to know what works. The Directory was launched to reduce complexity, highlight practical details, and support informed decision-making.

How often is the AI Directory updated?
The Directory is updated regularly to reflect new AI vendors, pricing changes, integration options, and evolving use cases, ensuring advisers always have current and relevant information.

How can firms get access or learn more about the AI Directory?
Firms can contact NextWealth to learn what’s covered, how vendors are assessed, and how to use the Directory to plan pilots and adoption strategies. It provides guidance for faster, clearer, and lower-risk AI adoption in advice businesses.