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. Personal wealth in the US is growing rapidly and demand for professional advice has never been higher. The number of US households with more than US$500 thousand in investable assets is growing 8x faster than the population, and advisors need to increase their capacity to keep up with this rising demand.

The problem is financial advisors spend up to 80% of their time on admin because their tools are fragmented and their workflows are manual. It slows them down, holds firms back, and ultimately limits access to high-quality, expert financial advice for millions of families.

We built Nevis to solve this problem.

Nevis is the first unified AI platform for wealth management, designed to support advisors across their entire workflow and help them complete operational work end to end. Whether it's staying on top of client service, managing meeting follow-ups, or opening a custodian account, Nevis handles the admin so advisors can focus on what they do best: delivering world-class client service.

This is just the beginning. We’re building the next generation of tools for the world’s leading wealth management firms, and we’re just getting started.