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Enterprise grade security

Nevis keeps your client data safe with world-⁠class security and data privacy measures.

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  • SaaS platform

    Nevis is a fully cloud-⁠native SaaS platform, no on-⁠premise installation required. Continuous updates and improvements are delivered seamlessly, with no disruption to your workflows.

  • Encryption in transit and at rest

    All data is encrypted end-⁠to-⁠end across every processing layer. Your company and client data is never used to train external AI models.

  • Monitoring and support

    Continuous monitoring, logging and audit-⁠ability of usage on top of the Nevis platform. Fully compliant persistent version history and customizable retention policies for all data.

  • Access controls and permissions

    Role-⁠based access control with secure identity management, including RBAC enforcement for AI model access and strong tenant isolation.

  • Human-in-the-loop governance

    Fully auditable, controllable AI actions. No autonomous processing of AI outside Nevis VPC. Retain and manage information per your compliance rules.

  • US-only data residency

    Deployed on AWS with all data stored and processed exclusively within the United States. No data leaves US infrastructure at any point in the processing pipeline.

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 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.

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
    Customer story