Invex NEXT, LLC
SEC RegisteredYOUR ONE APP IN THE U.S.
About the firm
Next by Invex is a SEC-registered investment adviser that offers a single-app experience for offshore financial needs, enabling clients to invest, save, and plan their finances in U.S. dollars. The firm provides investment portfolios built with BlackRock and held at Interactive Brokers, with accounts protected by SIPC for up to USD 500,000 per client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment accounts including Portfolios (savings efficiently invested in portfolios built with BlackRock), iBonds (fixed-income portfolios of corporate and government bonds through iShares iBonds ETFs with duration exceeding 12 months), and T-Bills (fixed-income portfolios composed of U.S. Treasury bonds with maximum maturity of 12 months), all managed through a single mobile app.
Who they serve
Latin-American clients seeking offshore financial solutions in the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 76 | $3.0M |
76 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Invex NEXT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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