Nevis

AI operating platform for wealth firms with agents, a task desktop and back-office workflows.

Assistants and agents

Nevis offers AI agents for meeting preparation and data collection, a connected desktop for tasks, email and analytics, and workflows that automate back-office work such as account opening and money movement. The company says it is built for wealth management firms and their advisors.

The company's website announces a $70 million Series B led by EQT Ventures in October 2026. It is a different company from the Swiss identity-software firm of the same name.

What it does

AI agents for meeting prep
Task and email desktop
Account opening automation
Money movement workflows
Analytics

Works with

Custodians

Schwab
Fidelity

Integrations

Salesforce
Gmail
Google Calendar
Microsoft Teams
Zoom
DocuSign
Box
Dropbox
Egnyte
LinkedIn
Snowflake
Databricks

As listed by Nevis.

Coverage

Schwab RIAs have until Monday to convert exclusively to 'Docusign,' ending paper era, as it deputizes Nevis to help RIAs conquer their onboarding quagmire – and prove AI can fix 'the most painful workflow at any RIA'
RIABiz, Nov 2
AI operating system race heats up as Nevis raises $70 million
InvestmentNews, Oct 29
Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
Schwab is the latest to leap on runaway 'Nevis' AI bandwagon with capital backing and a critical endorsement
RIABiz, Oct 27
Nevis raises $70 million Series B led by EQT Ventures
Financial ADVSR, Oct 26
An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic
RIABiz, Oct 22
The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth
WealthTech Today, Oct 13

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