Nevis is an AI platform built for wealth management that automates the core operational work of advisory firms. It removes manual processes across meetings, tasks, account opening and day-to-day operations, allowing advisors to spend more time with clients and less time on administration. By acting as a system that not only supports work but completes it, Nevis is reshaping how wealth management firms scale, grow and deliver personalized advice.
Milestones
- Founded 2024
- Partnered 2024