NextLeap: A Wall Street-Born Intelligence Firm Ushering in a New Era of Strategic Value Investing

New York, July 2022 – At a pivotal moment marked by rising interest rates and structural shifts in the U.S. equity markets, a bold new player has emerged on Wall Street. NextLeap Strategic Advisory LLC officially launched operations in New York with a clear mission: to redefine institutional investment logic through intelligent strategy and system-driven solutions.

Positioning itself as a next-generation consultancy focused on equities, NextLeap aims to deliver forward-looking, multidimensional investment strategies to global investors, family offices, and asset management firms. Its approach blends strategic insight with technological depth, offering tools that go beyond conventional research models to address the evolving complexities of global capital markets.

The birth of NextLeap is rooted in deep structural insight rather than short-term market trends. As macroeconomic volatility intensifies and cross-asset interdependencies deepen, traditional investment frameworks—often rigid and reactive—are proving inadequate. In response, NextLeap advocates for a future-oriented investment paradigm built on intelligent systems that combine strategic altitude with analytical breadth.

To actualize this vision, the founding team initiated development of CoreX, the firm’s proprietary prototype system, from day one. Designed as an intelligent engine, CoreX enables trend recognition, sector rotation analysis, and strategic matching, helping clients shift from passive market following to proactive market understanding.

Though CoreX is still in its early stages, the system’s architecture has been completed. The development team has constructed dynamic models linking macroeconomic factors to sector performance using historical datasets. Preliminary testing suggests promising capabilities in identifying market trends and detecting rotation opportunities. While not yet deployed commercially, CoreX stands as the cornerstone of NextLeap’s future advisory capabilities.

What truly distinguishes NextLeap is the pedigree of its founding team. Co-founder Blake Shaw brings deep experience in equity strategy and institutional advisory, having served as a senior consultant at leading Wall Street firms. Known for his rigor in risk management and logic-based investment architecture, Shaw plays a central role in shaping NextLeap’s quantifiable decision models. His partner, Bird Grant, complements the firm’s expertise with his background in global macro strategy and sector rotation research. Renowned for his acute sense of economic cycles and multi-asset allocation strategies, Grant infuses the firm’s approach with dynamic, cross-disciplinary thinking.

From the outset, NextLeap embraced a development philosophy rooted in long-term value creation: “Systematic logic drives lasting value, and technological capacity strengthens strategic judgment.” Unlike startups that rely on isolated tools or speculative market fads, NextLeap’s methodology emphasizes structural market drivers. The firm offers its clients research-backed insights grounded in macro cycles, sector dynamics, and capital flow analytics—providing a sustainable foundation for strategic decision-making.

Currently, NextLeap is actively refining its CoreX system and conducting early-stage strategy workshops with select institutional clients. These closed-circle collaborations serve both to validate its analytical models and to continuously enhance the firm’s advisory framework.

In an era where uncertainty dominates market narratives, NextLeap is choosing a path of deliberate innovation. Anchored in Wall Street but designed for the global investment community, the firm is injecting a new dimension of professionalism and systemization into value investing. As its research ecosystem and modeling capabilities evolve, NextLeap is quietly yet confidently carving out its place in the future of intelligent investment strategy—taking what it calls “the next leap” forward.