Built for leading wealth managers

Nevis is the AI operating system for wealth

Trusted by

One platform, not point solutions

Agents, data and workflows work together. Spend less time on admin, more time with clients.

Nevis powers the fastest growing wealth management firms. Hear what our customers say.

Nevis has set a new standard for what a technology partner can be. They move with incredible speed, deliver measurable value, and genuinely care about our success. In a short time they’ve become one of the most important partners in our business.
Dean Horwitz,Chief Operating Officer, IEQ Capital
Nevis has completely transformed our technology stack, updating it for the future with critical AI-enabled features that are having a meaningful impact on how we do our jobs every day and serve our clients.
Jim Rivers,President of United Capital

Firms don’t choose Nevis for the pitch. They choose it for the results.

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 II compliant — independently audited to verify our security and data-protection controls operate effectively over time.
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.