Next Matter

Next Matter provides a workflow orchestration platform aimed at regulated financial operations, positioning itself for asset managers, fund administrators, and wealth and wealthtech firms. The platform coordinates work across internal teams, clients, counterparties, existing systems and AI agents, with the stated aim of running processes end to end without manual handoffs and giving operations, compliance and IT a shared view of each process. Typical process areas cited include client and investor onboarding, KYC and AML, distributions and capital calls, NAV, compliance workflows and financial reporting.

The product centres on a no-code workflow builder that operations staff can use to design, deploy and amend workflows themselves rather than raising engineering tickets, alongside guest-facing interfaces: public forms and no-code components, embeddable forms that can be triggered by link or QR code, and omnichannel notifications for customers, suppliers and partners. Compliance features include timestamped capture of each step as work happens, producing an audit trail intended to answer regulator and auditor queries without after-the-fact reconstruction. The company also publishes documentation covering roles (full users, workspace admins, portal users, builders, external guests and managers), an API reference with API keys, form building and instance management.

Published customer references include Trade Republic, Swan, Ocorian, b2venture, Börse Stuttgart, TradeCore, Branch, Houst, Aerones, tink HR and Home24 Outlet. The company describes itself as founded by a team from financial services and as remote-first from day one, with a distributed team spanning multiple cities and time zones.

Business model

Next Matter sells a software platform used by operations, compliance and IT teams at financial services firms; the site directs prospective customers to book a demo, indicating a direct enterprise sales motion.

Traction

The company's website reports more than 7.0 million regulated workflows run and over 55.4 million steps executed, and cites named deployments including Ocorian (1,800 employees, 9,000+ clients), Trade Republic (10M+ customers) and Swan.