Nevis is the all-in-one AI platform purpose-built for wealth management. From meeting preparation and client follow-ups to custodian account opening, Nevis automates the operational workflows that consume advisors' time, freeing them to focus on clients. Today, Nevis partners with some of the largest and fastest-growing wealth management firms in the U.S. Founded in 2024, Nevis has raised $40 million from leading investors including Sequoia Capital, ICONIQ, and Ribbit Capital.
Our vision: 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.