The 12 closest competitors and alternatives to Nevis Wealth among asset management companies — ranked by similarity to what Nevis Wealth actually does, not by market-cap band.
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Nevis Wealth Technology Ltd, operating as Nevis, is a financial technology company registered in England and Wales with its office in London. It provides a unified artificial intelligence platform built to help wealth management firms automate operational workflows end-to-end.
Nevis Wealth is an asset management company headquartered in Germany. Xcout tracks 3 named people at Nevis Wealth, including Mark Swan (Co-founder and CEO). Xcout recorded 13 job postings from Nevis Wealth in the last 90 days, naming tools such as ChatGPT, Claude, Cursor.
Xcout recorded 13 job postings from Nevis Wealth in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see Nevis Wealth's hiring signals →
Ranked by semantic similarity — how close each company is to Nevis Wealth by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Fintech
TIFIN builds financial technology platforms powered by artificial intelligence and personalization for the wealth management, asset management, and insurance sectors. The company offers AI-driven solutions focused on agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science to serve financial advisors, asset managers, and insurance providers.
Fintech
Addepar, Inc. is a global data and artificial intelligence software company founded in 2009 that serves the financial services ecosystem. The company provides investment management technology platforms that aggregate, analyze, and manage portfolio data for wealth advisors and institutional clients.
Financial Technology
Saturn Fintech provides an artificial intelligence platform designed for financial advice firms to automate workflows, capture client data, and streamline administrative tasks. The software integrates siloed back-office data sources, assists with tasks like annual reviews and suitability letters, and includes a compliance suite for risk management.
Fintech
FOLIO Co., Ltd. provides automated asset management and investment services powered by artificial intelligence, including robo-advisors that dynamically adjust portfolio allocations. The company serves individual investors looking for long-term wealth creation through automated, hands-off investment plans.
Financial Technology
Lucro Global, LLC provides a workflow automation and data analysis platform for financial institutions and commercial real estate companies. The platform uses machine learning to extract and structure data from documents, automate asset reporting, create visualizations, and streamline underwriting and portfolio management processes.
Fintech
Ridgeline offers an AI-native cloud platform built specifically for the investment management industry to unify data, workflows, and analytics. The company is headquartered in Lake Tahoe, with additional office locations in New York and Dublin, Ireland. Its technology aims to streamline operations and provide embedded intelligence for financial professionals.
Similar asset management company
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
Similar asset management company
Titan Wealth Holdings is a financial services company headquartered in London, England, offering execution, settlement, custody, and wealth management services.
Fintech
FNZ provides a global, end-to-end wealth management platform that integrates technology, business, and investment operations for financial institutions such as banks, wealth managers, insurance companies, and asset managers. The company's platform and services enable these institutions to streamline processes, utilize data and AI, and offer digital investment experiences to end investors.
Fintech
OneVest is a Canadian fintech that provides a modular wealth-management technology platform for financial institutions and wealth-management firms. Its software supports functions such as client onboarding, portfolio management, financial planning, and advisor workflows.
Fintech
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
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