Nevis
Nevis provides an AI operating system for wealth management that automates administrative workflows end-to-end, freeing advisors to focus on client relationships. The platform unifies CRMs, custodians, and reporting tools into a single desktop interface with AI agents that handle meeting prep, follow-ups, and account openings. Nevis reports saving advisors up to 10 hours weekly and automating over 1,000 back-office workflows per month.
- Financial Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Raised to date
$110MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 3 rounds
TC$70M · Series B
Announced Oct 2026 · from article date
Disclosed cumulative: $110M
Founders
Founder details are not available yet.
Product
Problem
Financial advisors spend up to 80 percent of their time on administrative work created by fragmented tools and manual workflows. This administrative burden slows down advisors, limits firm growth, increases cost-to-serve, and ultimately restricts access to high-quality advice for millions of families, especially as demand for financial advice grows faster than the number of advisors entering the industry.
Solution
Nevis provides a unified AI platform for wealth management that automates key operational workflows end-to-end. The system uses AI agents to help advisors plan, execute, and complete work across their workflow, starting with meeting preparation and extending to client follow-ups, account openings, and ongoing service. A connected AI layer brings every tool advisors use into a single desktop interface, eliminating tab-switching, while native connectors integrate with existing CRMs, custodians, and performance reporting systems. The platform automates middle and back office functions such as client onboarding, account opening, money movement, and maintenance without manual work, freeing advisors to focus on growth and client service.
Target Audience
Nevis targets registered investment advisors (RIAs), multi-family offices, and wealth management firms of all sizes, from national firms with hundreds of advisors to those serving ultra-high-net-worth families, that need to scale without sacrificing service quality.
Features
- AI agents that handle meeting preparation, data collection, and other repeatable tasks end-to-end
- Unified desktop interface that connects all advisor tools into a single AI layer, reducing context switching
- Native integrations with CRMs, custodians (including Schwab and Fidelity), and performance reporting systems without requiring migration
- Automated workflows for account opening, money movement, and custom firm-specific processes
- AI-powered meeting recording, transcription, summarization, and action item generation with compliance controls
- AI Assistant that generates client briefings by pulling together years of meetings, emails, notes, tax returns, wealth plans, and CRM history
- Voice-activated task creation and workflow triggering through direct conversation with the platform
- Model routing that selects leading AI models from providers like Anthropic and OpenAI at the best price
- SOC 2 Type II compliance and enterprise-grade data privacy controls, including agreements with leading AI providers