Nexfolio

Nexfolio is a next-generation wealth management platform enabling licensed financial advisers to construct and manage unified portfolios across traditional financial assets and digital assets within a single compliant, auditable framework.

Built for the evolving needs of the advice industry, Nexfolio combines tokenised custody infrastructure with AI-powered adviser tools to help firms scale efficiently while meeting the highest regulatory and governance standards. The platform supports portfolio construction, automated rebalancing, real-time reporting, and compliance automation, allowing advisers to deliver modern multi-asset investment solutions without operational complexity.

Nexfolio operates as a B2B2C infrastructure provider to advisory firms and dealer groups, integrating seamlessly into existing advice workflows and practice management systems. By embedding intelligence directly into adviser decision-making — from client onboarding and portfolio design to fund research and ongoing due diligence — Nexfolio enhances productivity while preserving human oversight and regulatory accountability.

Our mission is to modernise wealth management infrastructure for the next decade of investing, where tokenisation, digital assets, and AI-driven workflows become standard components of professional financial advice.

Sydney, NSW AU