Nevis
Meeting notesNevis is an AI platform built for wealth management firms and their advisors. Agents handle repeat work such as assembling quarterly review packs, drafting meeting recaps and follow-up tasks, and flagging client events like job changes or accounts holding excess cash. Workflows automate the middle and back office: client onboarding, Schwab and Fidelity account opening, money movement and routine account maintenance, with native connections to CRM, custodian and performance reporting systems. Focus Financial Partners, with more than $500 billion in client assets, selected Nevis as its enterprise AI platform in October 2026; Nevis says its customers represent more than $700 billion in assets and that it has raised $40 million from Sequoia Capital, ICONIQ and Ribbit Capital.
Visit neviswealth.com ↗Key features
- Agents for meeting prep, quarterly review packs and meeting follow-up
- Tasks created from meetings and emails, plus AI-drafted email responses
- Automated client onboarding and Schwab and Fidelity account opening
- Money movement and account maintenance workflows with built-in checks
- Native integrations with CRM, custodian and performance reporting systems
- SOC 2 Type II; Nevis says client data is never used to train AI models
Pricing
Pricing on request (request a demo). Nevis does not publish prices.
No public pricing page found · checked Oct 16, 2026
Who it's for
Family officeLinks
- Official site ↗ neviswealth.com
- Focus Financial Partners selects Nevis (Oct 15, 2026) ↗ corporate.focuspartners.com
- Nevis agents ↗ neviswealth.com
- Nevis workflows ↗ neviswealth.com
Use cases featuring Nevis
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Videos
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Profile last checked Oct 16, 2026.
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On the map: The family office & wealth AI stack, in Planning, advice & peers.
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