The AI platform for wealth management
AI that helps financial advisors grow and spend more time with clients
$40M raised from the world’s leading investors
AI that works for you
Advisors spend 80% of their time on admin. Nevis fixes that with AI that completes operational work.
Meetings summary
Capture AI meeting summaries with deep contextual awareness.
Automated task generation
Turn every client touchpoint into actionable tasks without manual effort.
Smart meeting prep
Get intelligent client briefs before every meeting so you're always prepared.
AI search
Find relevant client information in seconds, with intelligent, unified search across your systems.
Client-ready emails
Send personalized client emails automatically that match your exact tone of voice.
Account opening
Automate data collection and submissions, saving hours opening new custodian accounts.
Trusted by leading wealth management firms
Nevis powers the fastest growing wealth management firms. Hear what our customers say.
Nevis will completely transform our technology stack, updating it for the future with critical AI enabled features that will have a meaningful impact on how we do our jobs every day and service clients.
Jim Rivers
President of United Capital
We’ve explored every so-called ‘AI wealth tech’, but Nevis stood out for being the real thing, a purpose-built, modern platform reimagining the advisor experience from the ground up.
Dave Breslin
Executive Vice President of GC Wealth
Nevis leverages deep global experience to solve the real, firm-specific problems wealth managers face every day. Their leadership team’s track record tackling complex, multinational operational challenges is a breath of fresh air.
Brad Goodman
Chief Operating Officer of Apollon Wealth Management
Nevis are a true partner built for forward-thinking RIAs. The platform’s depth and focus on workflow automation are exactly what we need.
Michael Dodds
President & Financial Advisor of Dodds Wealth
Nevis will completely transform our technology stack, updating it for the future with critical AI enabled features that will have a meaningful impact on how we do our jobs every day and service clients.
Jim Rivers
President of United Capital
We’ve explored every so-called ‘AI wealth tech’, but Nevis stood out for being the real thing, a purpose-built, modern platform reimagining the advisor experience from the ground up.
Dave Breslin
Executive Vice President of GC Wealth
Nevis leverages deep global experience to solve the real, firm-specific problems wealth managers face every day. Their leadership team’s track record tackling complex, multinational operational challenges is a breath of fresh air.
Brad Goodman
Chief Operating Officer of Apollon Wealth Management
Nevis are a true partner built for forward-thinking RIAs. The platform’s depth and focus on workflow automation are exactly what we need.
Michael Dodds
President & Financial Advisor of Dodds Wealth
Nevis will completely transform our technology stack, updating it for the future with critical AI enabled features that will have a meaningful impact on how we do our jobs every day and service clients.
Jim Rivers
President of United Capital
We’ve explored every so-called ‘AI wealth tech’, but Nevis stood out for being the real thing, a purpose-built, modern platform reimagining the advisor experience from the ground up.
Dave Breslin
Executive Vice President of GC Wealth
Nevis leverages deep global experience to solve the real, firm-specific problems wealth managers face every day. Their leadership team’s track record tackling complex, multinational operational challenges is a breath of fresh air.
Brad Goodman
Chief Operating Officer of Apollon Wealth Management
Nevis are a true partner built for forward-thinking RIAs. The platform’s depth and focus on workflow automation are exactly what we need.
Michael Dodds
President & Financial Advisor of Dodds Wealth
Your data, secured
Your client data is protected by Nevis with world-class security, robust controls, and enterprise-grade data privacy.
Audited & tested
Nevis is SOC 2 Type I certified, meeting the highest standards in security and data protection. On track to achieve SOC 2 Type II and ISO27001.
Enterprise-grade AI
Nevis has enterprise-level agreements with leading AI providers including OpenAI and Anthropic, ensuring enhanced data privacy, compliance and security measures.
Protected by design
Nevis never uses your private data to train or update AI models, guaranteeing complete confidentiality and full control over your client information.
Our vision
Mark Swan
Co-founder and CEO
Many people think AI will replace financial advisors. They're wrong. At Nevis, we believe financial advice will always be human led and AI will empower advisors, not replace them.
Every year, advisors help more than 50 million Americans navigate life's biggest financial decisions. These are deeply personal moments that require trust, professional expertise, and a human touch. That will never change.
What is changing is the world around them. Personal wealth in the US is growing rapidly and demand for professional advice has never been higher. The number of US households with more than $500k in investable assets is growing 8x faster than the population, and advisors need to increase their capacity to keep up with this rising demand.
The problem is financial advisors spend up to 80% of their time on admin because their tools are fragmented and their workflows are manual. It slows them down, holds firms back, and ultimately limits access to high-quality, expert financial advice for millions of families.
We built Nevis to solve this problem.
Nevis is the first unified AI platform for wealth management, designed to support advisors across their entire workflow and help them complete operational work end to end. Whether it's staying on top of client service, managing meeting follow-ups, or opening a custodian account, Nevis handles the admin so advisors can focus on what they do best: delivering world-class client service.
This is just the beginning. We’re building the next generation of tools for the world’s leading wealth management firms, and we’re just getting started.
Public announcementThe AI platform for wealth management