NextWealth

NextWealth is a research and consultancy practice focused on assisting financial advice professionals and organizations in understanding and adapting to the changes in wealth management. They offer insights and data-driven strategies for the financial services industry.
  • Consultancy services
  • Research and analysis
  • Bespoke research services
  • Syndicated research reports
  • Public events and private roundtables

Size
Small
Phone
N/A
Email
N/A
Locations
1 Poultry, EC2R 8EN
07557103730
Digital Popularity
Social Media
Competitors
Infospectrum
Infospectrum is the leading independent global provider of counterparty risk appraisal reports and ratings, due diligence research, KYC intelligence, and supporting solutions.
Compeer
Compeer is a consultancy firm specialising in the wealth management industry, providing clients with insights and benchmarking services to enhance their business performance.
Clearview Financial Media
Clearview Financial Media is the world's leading provider of business intelligence in the private banking and wealth management sectors.
Evotra
Evotra is a specialist firm dedicated to helping wealth management businesses succeed with their technology.
Stanhope Capital
Stanhope Capital Group is one of the world’s largest independent wealth management and advisory firms, founded in 2004.
Company Details
NextWealth is operated by Next Wealth Ltd and is a Active company incorporated on 25 October 2017 with the registered office located in London, City of London. Next Wealth Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
1
Age
7 years old
Employees
6
Turnover
Unreported
Total Assets
£470.52K
Cash in Bank
£166.02K
Total Liabilities
-£412.61K

Director • Research Director • Canadian • Lives in England • Born in Dec 1973
Ms Heather Anne Hopkins
PSC • Canadian • Lives in England • Born in Dec 1973
Teams
All
8
Management
4
Research
3
Finance
2
Marketing
2
Chairman • Joined Aug 2016
Insight Director • Joined Feb 2025
Consulting Director • Joined Jun 2023
Head Of Operations • Joined Sep 2024
Quantitative Analyst • Joined Feb 2021
Senior Quantitative Researcher • Joined Jan 2024
Qualitative Researcher • Joined May 2022
Events & Marketing Co-ordinator • Joined Jun 2022
Chairman • Joined Aug 2016
Insight Director • Joined Feb 2025
Consulting Director • Joined Jun 2023
Head Of Operations • Joined Sep 2024
Insight Director • Joined Feb 2025
Senior Quantitative Researcher • Joined Jan 2024
Qualitative Researcher • Joined May 2022
Quantitative Analyst • Joined Feb 2021
Senior Quantitative Researcher • Joined Jan 2024
Insight Director • Joined Feb 2025
Events & Marketing Co-ordinator • Joined Jun 2022