Nevis

About Nevis

Nevis provides a unified AI platform specifically designed for wealth management, empowering financial advisors to significantly reduce time spent on administrative tasks. By automating operational work such as meeting summaries, task generation, smart meeting prep, and client email creation, Nevis enables advisors to dedicate more time to client service and growth. The platform leverages deep global experience to solve complex, multinational operational challenges faced by wealth managers daily. Trusted by leading firms, Nevis recently secured $40 million in funding from prominent investors, underscoring its commitment to transforming the advisor experience with purpose-built, secure AI solutions.