Got small or unprofitable accounts?
We can help
Many Wealth Managers have struggled with the challenge of delivering their high standards of service to small accounts. The initial costs of onboarding as well as the cost of proper maintenance are rarely, if ever, recovered given the fees generated by such clients.
The real question is: how do you profitably serve small accounts?
That’s where NextMove Capital comes in.
What makes us different
Goal-Based Funds
Each fund is tied to 4 real-life scenarios—like a rainy day, education, homeownership, or retirement—so you're not just investing, you're working toward something meaningful.
Milestone Recognition
Celebrate your progress with badges, streaks, and goal rewards—because building wealth should feel like winning.
Smart Automated Investing
AI optimized portfolios built with low-cost ETFs and powered by dollar-cost averaging to keep your strategy steady, even when markets aren’t. f
No Expertise Required
You don’t need to be a trained investment analyst—or spend hours decoding financial jargon. We’ve done the homework for you, building portfolios that are easy to understand, easy to trust, and built to help you move forward with confidence.
Jargon-Free Guidance
Short, conversational (TikTok like) videos that simulate real-life scenarios—customized by industry (Healthcare, Retail, etc.)—so investing feels familiar, not foreign.
Easy Access for Everyone
Subscription based with no hidden fees. Start investing with just $1. Made for everyone ready to make their next move.
Contact Us
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