Next Matter is an orchestration platform built for the regulated operations of asset managers, fund administrators, and wealth and wealthtech firms. It runs long-running, high-consequence processes: capital calls, NAV, investor onboarding, KYC/AML and reporting, across three things at once: AI agents and automation, the systems you already run, and the people who approve each step.
Unlike a generic workflow or RPA tool, governance is built in: maker-checker (four-eyes) approvals where they're required, exception handling, and a complete, timestamped audit trail by default. It augments your existing stack through native connectors and a typed API rather than replacing it, and your own operations teams build and change the processes, typically live in days.
It runs in production at Ocorian (300+ fund specialists), Trade Republic (bank-grade client operations at consumer scale), b2venture (venture operations to ~€800M AUM) and Swan (embedded-finance operations). Next Matter is built by Daizy NM Limited.
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