Worth Venture Partners and Verger Capital Management Introduce Nextgen Signal AI Designed to Enhance Institutional Investment with AI-Driven Insights

FORT LEE, N.J., June 26, 2025 /PRNewswire/ -- Worth Venture Partners, an investment advisory firm specializing in tax-efficient alternative investments and emerging manager strategies, is pleased to announce the formation of Nextgen Signal AI. This new company is designed to enhance institutional investment strategies by incorporating advanced artificial intelligence (AI) methodologies.

Nextgen Signal AI acquired the proprietary technology developed by Rosetta Analytics, an innovator in AI-driven trading strategies, in January 2025. Rosetta Analytics' trading strategies have been recognized with multiple industry awards, including honors from With Intelligence in 2022 (https://awards.withintelligence.com/hfmusperformanceawards/en/page/winners) and Hedge Fund Journal in 2022 (https://thehedgefundjournal.com/the-hedge-fund-journal-cta-and-discretionary-trader-awards-2022). Nextgen Signal AI uses deep reinforcement learning, an advanced form of machine learning, to design trading strategies to dynamically react to market conditions by identifying complex financial patterns in data.

Nextgen Signal AI will work on scaling Rosetta Analytics' award-winning AI-driven trading strategies, starting with its proprietary, market-tested Reinforcement Learning (RL) platform. Employed in active investing in live markets since 2020, the RL platform is designed to optimize allocation across multiple asset classes — including equities, fixed income, select commodities, and crypto currencies. Nextgen also seeks to leverage Rosetta's proprietary Deep Learning model, specifically developed for the equity market, which was first employed in live trading in 2017. As AI-driven strategies gain traction in institutional investing — particularly in areas such as risk analysis, portfolio optimization, and market pattern recognition — we seek to emphasize the importance of disciplined oversight and rigorous evaluation in integrating AI into institutional portfolios.

Managed by Worth Venture Partners, Nextgen Signal AI provides AI-based investment recommendations tailored for institutional clients and family offices. Verger Capital Management, an Outsourced Chief Investment Officer (OCIO), founding investor in Rosetta Analytics, and investor in Nextgen Signal AI, will provide strategic guidance and operational expertise to support the platform's growth and scalability.

Leadership Perspective

David Wertentheil, CEO of Worth Venture Partners, commented on the initiative:

"Nextgen Signal AI represents a natural extension of Worth Venture Partners' commitment to innovation in institutional investing. By combining advanced AI capabilities with our deep experience in alternative strategies, we are preparing to equip clients with adaptable, data-driven tools intended to help navigate today's complex markets. Rather than offering a one-size-fits-all product, we expect to make Rosetta Analytics' technology a part of portfolios tailored to each client's specific objectives — aligned with our philosophy of creating bespoke portfolios. We believe this positions us at the forefront of the evolution taking place across asset and wealth management."

Jim Dunn, CEO of Verger Capital, added: "At Verger, we pursue long-term value for our clients. Collaborating with Worth on Nextgen Signal AI lets us explore AI's role in institutional investing while staying grounded in disciplined risk and investment management."

Julia Bonafede, Co-Founder of Rosetta Analytics, shared her enthusiasm for Nextgen Signal AI:
"I am thrilled to see the Rosetta Analytics platform being advanced by Nextgen Signal AI. Nextgen Signal AI seeks to bring together expertise, vision, and resources to scale AI-driven strategies."

Looking Ahead

Nextgen Signal AI plans to initially focus on AI-driven equity and commodity futures strategies, and explore multi-asset applications over time. Worth Venture Partners will oversee investment management, pursuing a disciplined approach to AI integration, while Verger Capital will contribute to strategic oversight and operational governance.

By combining proprietary AI-driven technology with deep investment expertise, we believe Nextgen Signal AI represents a forward-looking approach to institutional asset management — one that seeks to enhance traditional investment methodologies with data-driven insights and adaptive learning models.

Risk Disclaimer

Investing involves risks, including the potential loss of principal. AI-driven strategies are subject to limitations, including data dependency, market volatility, and model risk. Past performance is not indicative of future results, and there is no guarantee that AI-based models will achieve their intended investment objectives. A loss of some or all of an investment can occur. Investors should carefully consider their risk tolerance and investment goals before allocating capital to any AI-driven strategy.

For media inquiries or additional information about Nextgen Signal AI, please contact:

David Wertentheil
Chief Executive Officer
Worth Venture Partners
Phone: +1 646 891 2402
Email: [email protected]
Website: www.nextgensignal.com

About Worth Venture Partners

Worth Venture Partners is a dynamic investment advisory firm specializing in tax-efficient alternative investment strategies. With a focus on analytical rigor and client-driven solutions, Worth serves institutional and high-net-worth investors seeking innovative approaches to asset management.

About Verger Capital Management

Verger Capital Management is a registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to mission-driven non-profit institutions. Guided by its mission to invest in the lives of others, Verger delivers innovative investment strategies designed to foster sustainable growth and long-term value. With a deep understanding of the unique needs of endowments and foundations, Verger combines forward-thinking solutions that empower clients to fulfill their missions and achieve their long-term goals.

SOURCE Worth Venture Partners