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Nevis
In one line: AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform.
| 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 |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 29, 2026) |
| Website | www.neviswealth.com/ |
| Last checked | October 29, 2026 |
What it 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.
Get a Nevis demo
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Alternatives to Nevis
Jump
Advisors who want meeting notes plus follow-up workflows
Zeplyn
RIAs and enterprise wealth firms that want recording-free notes plus agents for intake, account opening and firm-wide insight
Advisor360°
Broker-dealers, insurance broker-dealers and RIAs that want one platform and data layer for the whole advisor workday, with AI built in
JIFFYAI
Firms that want onboarding, servicing and an AI advisor assistant on one data layer across their custodians and CRM
Compare: Nevis vs Jump · Advisor360° vs Nevis
Compare with other tools (side by side, up to 4)
From the blog
FAQ
What is Nevis?
AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform.
Who is Nevis best for?
Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity. It is in our crm & client follow-up category.
How much does Nevis cost?
Nevis doesn't publish prices on its website as of October 29, 2026; contact the vendor for a quote.
What are alternatives to Nevis?
Jump, Zeplyn, Advisor360°, JIFFYAI.