AI platform automating wealth management workflows for financial advisors
Nevis builds an AI-first platform for financial advisory teams, with a backend stack (Java, PostgreSQL, Redis, LangChain, Pydantic) optimized for retrieval systems and model orchestration. The 11–50-person org is balanced across engineering, product, and sales, with hiring velocity concentrated in senior and mid-level roles—typical of an early-stage AI product scaling toward repeatability. Active projects span engagement monitoring, Python-based AI infrastructure, and SMB sales motion, while pain points cluster around operations efficiency and closing complex SaaS deals, suggesting they're simultaneously building product-market fit and sales infrastructure.
Nevis provides an AI platform designed to automate administrative workflows for financial advisors and their teams. The company targets wealth management firms handling complex client relationships and asset oversight. Built on a modern stack (Java backend, React frontend, PostgreSQL, Redis), the platform emphasizes AI-driven retrieval and model orchestration to reduce manual work in advisory operations. The team is based in New York with active hiring in the United States and United Kingdom across engineering, product, and sales functions.
Backend: Java, PostgreSQL, Redis, Python, LangChain, Pydantic. Frontend: React, TypeScript, JavaScript, Vite, SCSS. Infrastructure: AWS. Other: Google Workspace, Slack, Ashby, Vanta, Excel.
Active projects include engagement monitoring tools, model orchestration, retrieval systems, new feature launches, and a new SMB sales motion. Internally they're building scalable product performance tracking and defining commercial engine structure.
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