The problem
Financial advisors lose most of their week to meeting prep, follow-ups, account openings and paperwork instead of clients
What they do
AI operating system that automates admin and operations work for wealth advisors and RIAs
Traction Customer AUM grew $50B to $700B+ in 2026; Focus Financial and AlTi Tiedemann rolled it out
Hiring trend
- Open roles
- 21
- Ops roles
- 4
- Headcount
- ~70
~70 staff (Fortune, Oct 2026) up from ~30 in Dec 2025; employee growth +164% in 12 mo (TrueUp)
Hiring in
- New York
- London
- Remote (US)
Funding
- Last round
- $70M
- Stage
- Series B
- Date
- Oct 2026
Led by EQT Ventures; Charles Schwab (strategic), Sequoia, ICONIQ, Ribbit
- Hiring+1.521 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+1.5Series B · $70M, Oct 2026 (this month): 6 months or less = +1.5
- Traction+1.5Strong growth: Customer AUM grew $50B to $700B+ in 2026; Focus Financial and AlTi Tiedemann rolled it out
- Red flags0None found in the last 24 months
- Total4.51.5 + 1.5 + 1.5 − 0 = 4.5 → Race (4.25–4.74)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
Fast enterprise RIA wins (Focus Financial, AlTi) and Schwab as a strategic backer put it ahead of meeting-note tools like Jump and Zocks, but the category is young and crowded.
Sources: Business Wire: Focus Financial Partners selects Nevis (Oct 2026) ↗ · Fortune: Nevis raises $70M Series B (Oct 2026) ↗
Last checked Oct 26, 2026