AlTi Deploys Nevis AI Platform Across $90B Advisor Network
AlTi Global will deploy Nevis’s AI wealth platform across its 450+ advisor network, integrating operational workflows and meeting management to streamline service delivery. The $40 million–funded system supports automation of administrative tasks for AlTi’s $90 billion in assets under management and UHNW client operations.
1. Partnership Details
AlTi Global will implement Nevis’s all-in-one AI wealth management platform across its global advisor base of over 450 professionals, leveraging the technology to reduce time spent on administrative tasks. The move underscores AlTi’s commitment to equipping advisors with tools that enhance client engagement for its $90 billion in assets under management.
2. Nevis Platform Features
Nevis automates meeting preparation, client follow-ups and custodian account openings through AI-driven workflows, integrating seamlessly with existing systems to avoid disruptions. Backed by $40 million in funding, the platform offers institutional-grade security, dedicated implementation support and a unified interface for advisors and support teams.
3. Strategic Implications
Positioning AI as a core strategic priority, AlTi aims to empower advisors to focus on bespoke solutions for ultra-high-net-worth clients rather than manual processes. The partnership is designed to enhance operational agility, improve service consistency and support the firm’s expansion objectives in complex global markets.