Founded in 2012, NextLife Devices aims to empower financial professionals with next-generation tools for portfolio management, risk analysis, and client reporting. The company's mission is to enhance the quality of financial advice through data-driven insights and workflow automation. Their core product is a SaaS platform that integrates with existing financial systems to provide AI-powered analytics, personalized investment modeling, and secure, compliant communication channels for advisors and their clients.

Founded in

United States