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NextGenVest’s goal is to 1) become their Gen Z user’s first trusted long term financial advisor 2) provide a 10x more convenient advisory experience for an underserved user that typically would have very limited help during the largest financial decision of their lives (taking out student loans) 3) collect key indicators of financial health (household income, student loan portfolio break down, pell grants received, etc) in a structured and scalable way to then be able to 4) recommend useful products across every major future financial decision and 5) be the data platform that can own Gen Z’s full financial identity.


Kelly Peeler

CEO and Co-Founder