NextLeap Partners with Wealthfront and Betterment via API Integration, Enters Institutional Distribution Channels
Global AI-driven research platform NextLeap has announced API integration partnerships with two major U.S. fund platforms—Wealthfront and Betterment. Under the agreement, NextLeap’s advisory strategy modules will serve as a key input for these platforms’ portfolio recommendation engines, significantly expanding NextLeap’s influence in the institutional market. This milestone marks a major advancement in the company’s B2B2C strategy, with AI-powered advisory services increasingly becoming standardized components within mainstream institutional ecosystems.
As two of the leading digital wealth management platforms in the U.S., Wealthfront and Betterment cater to high-net-worth individuals and mass-market investors, respectively. By integrating with NextLeap, both platforms will gain access to advanced intelligent advisory strategies that enhance asset allocation, improve risk-adjusted returns, and meet growing demands for personalized investment services.
NextLeap’s flagship product, the CoreX System, will deliver services via API—including risk assessment, factor-based analysis, and intelligent portfolio construction. Especially in asset class selection and market trend forecasting, CoreX’s AI engine will automatically generate tailored investment suggestions within the platforms, enabling more precise and intelligent advisory outcomes.
Bird Grant, Co-Founder and Chief Strategy Officer of NextLeap, stated:
“Our partnership with Wealthfront and Betterment is a critical step forward. This is not just a technical integration—it’s a gateway for AI-driven advisory services to enter the institutional flow layer. Through our APIs, these platforms can now offer more forward-looking, data-driven investment decisions that truly enhance long-term wealth creation.”
B2B2C Strategy: Expanding AI Advisory Through Institutional Platforms
NextLeap’s shift toward a B2B2C model represents a strategic evolution for its AI advisory product suite. Moving beyond the traditional direct-to-consumer (B2C) approach, the company now focuses on empowering institutions with intelligent services that enhance their own platforms. Through partnerships with institutional giants like Wealthfront and Betterment, NextLeap delivers high-quality AI-driven investment insights to end users, while boosting platform differentiation and competitiveness for its partners.
This collaboration further validates the transformation of AI from a back-end analytics tool to a core infrastructure layer in modern wealth platforms. Thanks to API flexibility, NextLeap’s algorithms and technology stack can be seamlessly embedded into third-party systems, accelerating the financial industry’s shift toward intelligence and automation.
Forward Momentum and Strategic Outlook
This integration with Wealthfront and Betterment is just the beginning of NextLeap’s broader institutional rollout. Over the coming months, the company plans to onboard additional financial platforms via API, continuously increasing its market penetration and enhancing the capabilities of its advisory modules.
Looking ahead, NextLeap also plans to release several new features, including:
- Quantitative risk control models
- Personalized investment product recommendations
- Dynamic factor rebalancing tools
These innovations will further solidify NextLeap’s leadership in the intelligent advisory space, positioning it as the go-to AI partner for institutions seeking scalable, compliant, and high-performance investment infrastructure.
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