Breaking News: Nebo Wealth Releases New Research Challenging the Over-Reliance on Risk Scores in Wealth Management

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Breaking News: Nebo Wealth Releases New Research Challenging the Over-Reliance on Risk Scores in Wealth Management

Read More

Breaking News: Nebo Wealth Releases New Research Challenging the Over-Reliance on Risk Scores in Wealth Management

Read More

Breaking News: Nebo Wealth Releases New Research Challenging the Over-Reliance on Risk Scores in Wealth Management

Read More

What Sets Us Apart—and Elevates Your Advice

Goals-Driven Portfolio Construction

Say goodbye to generic models based on risk scores. Nebo turns asset allocation into a personalized, goals-driven process that reflects each client’s unique needs.

Advanced Wealth Optimization

The greatest risk for investors is not having the wealth they need when they need it. Wealth optimization seeks to minimizes this risk while growing assets to achieve financial goals.

Optimal Client Risk Alignment

Identify the minimum risk your client needs and the maximum risk they can handle. Strike the optimal balance or explore what’s possible.

Recognized as a Leader in Goals-Based Investing

Nebo Wealth has been refined over a decade within a leading global investment firm (GMO) and has been honored with multiple awards for innovation in goals-based investment solutions since launching to advisory firms in 2022.

2022 Industry Disruptor Award

2022 WealthManagement.com Industry Awards

2023 Best Goals-Based Investment Platform

2023 WealthManagement.com Industry Awards

2024 WealthTech Provider of the Year Excellence Awardee

2024 Excellence Awardees – WealthTech Provider of the Year

2024 Best Goals-Based Investment Platform

2024 WealthManagement.com Industry Awards

A Four-Step Goals-Based Investing Process

Our goals-based investment process is designed to empower advisory firms to elevate their advice, deliver more personalized, goals-driven portfolios, and achieve better outcomes for their clients—and their practice.

For Illustration Purposes Only. Not all asset classes represented in the portfolio allocation may be appropriate for all investors.

Praised by Industry Leaders

“Nebo Wealth provides advisory firms with the holy grail of portfolio management.”

Bob Veres

Inside Information,
March 2024
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“Demonstrably superior approach to optimization.”
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Bill Whitt

Datos Insights: The Future of Goals-Based Investing, May 2024

“I found it to be one of the best platforms for financial advisors I have ever seen.”
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Michael Edesess

Advisor Perspectives, December 2022
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Trusted by Leading Advisors

Heximer Investment Management

Brandon Kremer

Portfolio Manager

“Before Nebo, we customized client portfolios around five proprietary model allocations. Now, we can deliver over 100 unique, personalized client model portfolios, truly elevating our clients’ experience, without taking any more of our team’s time or resources."

Pacific Capital Associates

Rich Toscano

Investment Manager

“With Nebo Wealth, we design better portfolios and do better simulation testing, than anything close to what we could do before. … enhancing our confidence in the plan and our investment strategy."

Bondurant Investment Advisory

Scott Bondurant

Founder and CEO

"We now can provide systematically, custom portfolios that have a much higher probability of meeting our clients’ goals … it doesn't get more important than that in terms of providing sound advice that is meaningful for our clients.”

The above endorsement is from a registered investment adviser.
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