Nevis

Nevis is an AI platform built for wealth management that automates the core operational work of advisory firms. It remov...

Sequoia

What they do

Problem

Wealth management advisory firms waste significant time and cost on manual operational and administrative processes that limit their ability to scale and serve clients.

Solution

Nevis provides an AI platform that automates core advisory operations such as meeting workflows, task management, account opening, and day-to-day admin by completing work end-to-end.

Who it's for

Registered investment advisors and wealth management firms use it to reduce administrative workload and focus more on client advice.