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Nevis

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

Nevis is an AI platform built for wealth management that automates the core operational work of advisory firms. It removes manual processes across meetings, tasks, account opening and day-to-day operations, allowing advisors to spend more time with clients and less time on administration. By acting as a system that not only supports work but completes it, Nevis is reshaping how wealth management firms scale, grow and deliver personalized advice. neviswealth.com

Tags

AIAutomationB2BComplianceCustomer SupportFintechProductivitySaaSWealth Management

Investors

sequoia-capitalvc

sequoia · 2024

Source
Nevis — Nevis is an AI platform built for wealth management that automates the core operational work of advisory firms. | Questd