Nevis is an AI platform designed specifically for financial advisors and their teams. The company's core offering automates administrative workflows end-to-end, replacing legacy advisor software with modern AI-first tools. The platform handles tasks that have traditionally consumed significant advisor time, allowing professionals to refocus on client relationships and strategic work.
The platform's scale is notable: it manages over $50 billion in assets under management across its client base. Nevis operates in the wealth management and financial advisory sectors, applying AI and workflow automation to address longstanding operational inefficiencies in the industry.
Headquartered across New York, London, and Lisbon, Nevis describes itself as operating in a fast-paced, high-growth environment. The company emphasizes real ownership and positions roles as an opportunity to contribute to a rapidly scaling AI company alongside a team of builders, designers, and innovators.
