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Nevis review for financial advisors
By William Foster · Updated October 29, 2026
Verdict: Nevis is best for mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity. Pricing: Contact vendor. Skip it if you're a solo advisor who wants a notetaker with published pricing and a self-serve trial.
How we review: this is an editorial summary of what Nevis publishes about its product and pricing, checked on October 29, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity |
|---|---|
| Category | CRM & client follow-up |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | www.neviswealth.com/ |
What Nevis does
Nevis describes itself as the AI operating system for wealth management, bringing CRM, meeting intelligence, financial planning and custodial workflows together in one platform. Agents handle meeting prep, data collection and other repeat work; tasks are created from meetings and emails; a Desktop puts every tool in one place; and Workflows automate account opening (Schwab and Fidelity), money movement, onboarding and maintenance. Its Data layer lists native connections to Zoom, Salesforce, Outlook, Teams, Docusign, SharePoint and Box, with firm-defined permissions by role. An MCP connector lets advisors look up clients, manage tasks and capture notes from Claude. Nevis says it is SOC 2 Type II compliant, has enterprise agreements with OpenAI and Anthropic, routes work across models and never uses client data to train models. In October 2026 it announced a $70 million Series B led by EQT Ventures, with Charles Schwab joining as a strategic investor, and it says customers include Focus Financial Partners, IEQ Capital and United Capital.
Key capabilities, per Nevis
- Agents for meeting prep, data collection and repeat work, with tasks created from meetings and emails
- Workflows that open Schwab and Fidelity accounts and run money movement without manual rekeying
- Native connections to Salesforce, Outlook, Teams, Zoom, Docusign, SharePoint and Box, plus an MCP connector for Claude
Good fit if
You want mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity.
Skip it if
You're a solo advisor who wants a notetaker with published pricing and a self-serve trial.
What to check before you buy
- Nevis replaces several point tools, so map which of your CRM, notetaker and onboarding contracts it would retire.
- Ask which custodians beyond Schwab and Fidelity its account-opening workflows support.
- Its named customers are large firms; ask for a reference your size.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Nevis compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Nevis | Contact vendor | None listed | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
| Advisor360° | Contact vendor | None listed | Pricing details |
| JIFFYAI | Contact vendor | Free trial offered (per the vendor's site). | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Nevis vs Jump · Advisor360° vs Nevis · All Nevis alternatives
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FAQ
Is Nevis good for financial advisors?
It's a strong fit for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity. AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform.
What are Nevis's main features?
Agents for meeting prep, data collection and repeat work, with tasks created from meetings and emails. Workflows that open Schwab and Fidelity accounts and run money movement without manual rekeying. Native connections to Salesforce, Outlook, Teams, Zoom, Docusign, SharePoint and Box, plus an MCP connector for Claude.
Who should not use Nevis?
You're a solo advisor who wants a notetaker with published pricing and a self-serve trial.
How much is Nevis?
Nevis prices by quote; it doesn't publish prices.