Nevis
by Nevis
AI operating system for wealth management firms, with agents for meeting prep, account opening and advisor back-office work
Nevis is an AI platform for registered investment advisors and large wealth management firms that runs agents for meeting prep, client onboarding, custodial account opening and follow-up tasks. It connects to the CRM, custodians and document stores a firm already uses, so advisors and operations staff spend less time on administrative work.
Nevis is a wealth-management AI platform founded in 2024 by Mark Swan (CEO), Philipp Burda (CPO) and Ivan Chalov (COO), who met while working at Revolut. It describes itself as an AI operating system for wealth management: a task, email and analytics layer for advisors, a library of agents, workflow automation for custodial operations, and a data layer that connects existing systems without a migration. The agent catalog on its site covers meeting prep briefs, quarterly review packs, client onboarding and account opening, estate document checks, trade error review and memo drafting, high-cash flags, required minimum distribution tracking, held-away account refreshes, life-event and job-change alerts, and next-best-action suggestions. Account opening and money movement workflows are built for Schwab and Fidelity, and the site shows connectors for Salesforce, Snowflake, Databricks, Box, Egnyte, Dropbox, DocuSign, Zoom, Microsoft Teams, Gmail and Google Calendar. Nevis routes work across models from Anthropic, OpenAI and others under enterprise agreements and says client data is not used for training; it reports a SOC 2 Type II audit. On October 26, 2026 it announced a $70M Series B led by EQT Ventures, with Charles Schwab and QuantumLight joining Sequoia Capital, ICONIQ and Ribbit Capital, for $110M raised in total. Named customers include Focus Financial Partners, which picked Nevis as its enterprise AI platform in October 2026 starting with account opening, plus AlTi Global, IEQ Capital, United Capital and Wedmont Capital. The company reports more than $700B in assets on the platform, a figure it supplies itself. Nevis competes with advisor notetakers such as Jump and with Anthropic's Claude for Financial Advisors, which Schwab integrated in September 2026.
COO or head of operations at a multi-advisor RIA or wealth aggregator that custodies with Schwab or Fidelity and wants one AI layer across advisors and back office
Agents take over meeting prep, account opening and follow-up tasks; Nevis reports 8+ hours saved per advisor per week across its customers
At a Glance
- Category
- Industry & Government
- Pricing
- Contact for pricing
- Target Market
- Wealth Management Firms, Registered Investment Advisors, Operations Leaders, CIOs
- Deployment
- Cloud-only
- Founded
- 2024
- Team Size
- 51-200
Key Features
- ✓Agent library for advisors
Prebuilt agents for meeting prep, quarterly review packs, meeting follow-up and next best action produce briefs and draft tasks from firm data.
- ✓Custodial account opening
Workflows collect client documents and open accounts at Schwab and Fidelity, which is the first use case Focus Financial Partners is deploying.
- ✓Money movement and cashiering
Automates cashiering requests and money movement workflows so operations staff stop rekeying transfers across custodian portals.
- ✓Book-wide monitoring agents
Agents flag high cash, approaching RMD deadlines, life events and job changes across the client base so advisors can act before clients ask.
- ✓Data layer and access control
Connects CRM, custodians, document stores and warehouses such as Salesforce, Box and Snowflake without migration, with controls over who sees what.
- ✓Multi-model routing
Routes work across Anthropic, OpenAI and other model providers under enterprise agreements, and client data is not used for model training.
- ✓Adoption analytics
Shows adoption and activity by team so firm leaders can see which offices actually use the agents after rollout.
Capabilities
Use Cases
- •Client onboarding at an aggregator
A multi-office wealth firm automates document collection and custodial account opening so new clients are funded faster with fewer operations handoffs.
- •Meeting preparation
Before each client meeting an agent assembles a brief with holdings, open tasks and recent communications, replacing manual prep across several systems.
- •Quarterly reviews
An agent builds the quarterly review pack with agenda, performance and open items so advisors can run more reviews in the same week.
- •Proactive book monitoring
Operations teams get flags on excess cash, RMD deadlines and client job changes, turning them into tasks before deadlines or opportunities pass.
- •Trade error handling
When a trade breaks, an agent reconciles the error and drafts the internal memo, cutting the time compliance and operations spend documenting it.
Ideal For
Best For
- ✓RIAs opening and servicing accounts at Schwab or Fidelity who want account opening automated end to end
- ✓Wealth aggregators rolling one AI platform out across many affiliate firms and offices
- ✓Advisor teams that spend hours assembling meeting briefs and quarterly review packs by hand
- ✓Operations teams tracking RMD deadlines, excess cash, trade errors and held-away balances across a large book
Not Ideal For
- ✗Solo advisors who only need meeting notes and follow-up emails; a dedicated notetaker such as Jump covers that with less implementation work
- ✗Firms whose custodian is not Schwab or Fidelity, since the published account opening and money movement workflows name only those two
- ✗Buyers who need published pricing or a self-serve trial; Nevis sells through demos and does not list prices
Deployment
Market Analysis
Pros
- ✓Large firm deployments are public: Focus Financial Partners and AlTi Global, which oversees about $90bn, both announced rollouts in 2026
- ✓Agent catalog goes past note-taking into operations work such as account opening, trade error memos and RMD tracking
- ✓SOC 2 Type II audit, enterprise model agreements and a no-training commitment on client data
- ✓Schwab is a strategic investor, which matters for RIAs that custody there
Cons
- ✗Overlaps with tools firms already run: InvestmentNews noted Focus had rolled Jump out to about 800 advisors before choosing Nevis, and Jump is testing Schwab and Fidelity account opening too
- ✗Headline traction figures such as $700B+ in platform assets and 8+ hours saved per advisor are company-reported and not independently verified
- ✗No public pricing, no self-serve trial and no independent user reviews on G2 or Capterra to check claims against
- ✗Young company founded in 2024 with about 70 staff, so buyers carry vendor-maturity risk on a system that touches custodial operations
Pricing
Enterprise
Contact for pricing
- ✓Agent library
- ✓Schwab and Fidelity account opening workflows
- ✓Integrations with CRM, custodians and document stores
- ✓Implementation and engineering support
Nevis publishes no list pricing; the site has no pricing page and sales run through a demo request. Deployments at firms such as AlTi Global include hands-on implementation and ongoing engineering support, so expect an enterprise contract rather than per-seat self-serve billing.
Security & Compliance
Sources
This page was written from 7 sources, 4 on domains other than neviswealth.com.
- 1.neviswealth.com — neviswealth.comvendor
- 2.neviswealth.com — agentsvendor
- 3.neviswealth.com — companyvendor
- 4.wealthmanagement.com — nevis lands 70 million to expand ai wealth platform
- 5.fintech.global — nevis raises 70m series b to scale ai for wealth firms
- 6.investmentnews.com — 268655
- 7.finance.yahoo.com — alti global deploy nevis ai 115108123
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