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Our customers in their own words

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

Customer stories

Where leading RIAs run their business

From national RIAs to multi-⁠family offices, firms of every scale use Nevis to grow their business

Delivering value, not promises

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

  • $700B+

    AUM across Nevis customers

  • 90%

    Weekly active usage

  • 8+

    Hours saved per advisor per week

  • 1,000+

    Back office workflows automated per month

Trusted by the most ambitious wealth firms

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

  • 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 RiversPresident of United Capital

Case studies