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.