Nevis Wealth

Nevis (Nevis Wealth) is an AI platform built for wealth management firms, giving financial advisors an AI assistant that automates administrative work — AI-generated meeting summaries, automatic task capture from client interactions, intelligent meeting-prep briefs, unified AI search across advisory systems, personalized client email drafting, and account-opening automation — so advisors spend more time with clients and less on paperwork. The company is used by advisory firms including United Capital, GC Wealth, Apollon Wealth, and Dodds Wealth, is SOC 2 Type I certified, and has raised $40M in venture funding. Nevis does not currently publish a public API, developer portal, SDKs, or developer documentation.

Nevis Wealth is profiled on the APIs.io network. Tagged areas include Company, Fintech, Wealth Management, Wealth Tech, and Financial Advisors.

Nevis Wealth’s developer surface includes support and 6 more developer resources.

🌐 Visit website 📡 Source on GitHub

13.4/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.5

0 APIs

CompanyFintechWealth ManagementWealth TechFinancial AdvisorsArtificial Intelligence

Kin Score

Kin Score How this is scored →
scored 2026-07-28 · rubric v0.5

Composite quality — 13.4/100 · minimal

Contract Quality 0.0 / 25

Developer Ergonomics 0.9 / 20

Commercial Clarity 5.8 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/nevis-wealth: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

Conformance

Conformance

Access & Security 2

Authentication, authorization, and security posture

Compliance

Compliance

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 1

The organization behind the API

Website

Website

Source (apis.yml)

aid: nevis-wealth
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/nevis-wealth.png
name: Nevis Wealth
description: Nevis (Nevis Wealth) is an AI platform built for wealth management firms, giving financial advisors an AI assistant
  that automates administrative work — AI-generated meeting summaries, automatic task capture from client interactions, intelligent
  meeting-prep briefs, unified AI search across advisory systems, personalized client email drafting, and account-opening
  automation — so advisors spend more time with clients and less on paperwork. The company is used by advisory firms including
  United Capital, GC Wealth, Apollon Wealth, and Dodds Wealth, is SOC 2 Type I certified, and has raised $40M in venture funding.
  Nevis does not currently publish a public API, developer portal, SDKs, or developer documentation.
url: https://raw.githubusercontent.com/api-evangelist/nevis-wealth/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- iconiq-capital
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-20'
tags:
- Company
- Fintech
- Wealth Management
- Wealth Tech
- Financial Advisors
- Artificial Intelligence
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.neviswealth.com/
- type: Support
  url: mailto:info@neviswealth.com
- type: TermsOfService
  url: https://www.neviswealth.com/terms-of-service/
- type: PrivacyPolicy
  url: https://www.neviswealth.com/privacy-policy/
- type: Compliance
  url: https://www.neviswealth.com/
- type: Conformance
  url: conformance/nevis-wealth-conformance.yml
- type: DomainSecurity
  url: security/nevis-wealth-domain-security.yml
x-enrichment:
  date: '2026-07-20'
  status: minimal
  artifacts_added: 2
  pass: local-v1