Fiduciary infrastructure behind modern investment products
Launch and scale regulated investment products through a technology-enabled RIA built for fintech partnerships.
NextReg Advisors is being built to serve as the investment adviser and fiduciary behind fintech investment products. Your team keeps the customer experience, interface, and distribution while advisory responsibility sits with us.
The model
Partner experience layer
Your product, interface, and distribution
NextReg Advisors advisory & control layer
Adviser of record, methodology, supervision
Brokerage & custody layer
Selected integrations that execute and hold assets
Built for teams launching investment and treasury products
Fintech companies that want to offer an investment or treasury-management product without building and operating their own registered investment adviser.
Fintech founders
Product leaders
Operators
What NextReg Advisors is - and what it isn't
What NextReg Advisors is
- The adviser of record, carrying fiduciary responsibility to end clients.
- The owner of investment methodology, portfolios, and disclosures.
- The approver of advisory agreements, fees, and marketing materials.
- The supervisor of each approved program, including records and complaints.
What NextReg Advisors isn't
- Not a wealth-management firm serving retail clients directly.
- Not a compliance consultant advising from the sidelines.
- Not a passive arrangement where a partner rents a licence.
- Not a vendor that steps back from advisory decisions.
How the model works
Four parties, with advisory responsibility concentrated in one place.
Fintech partner
Customer experience, interface, distribution
NextReg Advisors
Adviser and fiduciary; methodology and supervision
Custodian / broker
Selected integrations that execute and hold assets
End client
Receives the advisory service through the product
What NextReg Advisors controls
Control stays with the adviser. These decisions are not delegated to partners.
Initial program
Digital treasury and cash management for businesses
The first approved program helps companies put operating cash to work using a rules-based methodology built around liquidity needs and holding periods. It runs end to end inside NextReg Advisors' advisory framework, from digital onboarding through ongoing supervision.
Ready to evaluate your product?
Start with a conversation about whether your proposed product fits NextReg Advisors' platform and regulatory model.