NEW YORK — May 14, 2026
Executive Summary
AlTi Global, Inc. has announced a partnership with Nevis to deploy Nevis’ all-in-one artificial intelligence platform across AlTi’s global advisor network. The initiative is intended to streamline advisor workflows, improve operational efficiency, and provide advisors with additional tools to support client engagement and relationship management. According to the companies, the platform deployment reflects AlTi’s broader technology and innovation strategy focused on supporting advisors serving ultra-high-net-worth individuals, families, foundations, and institutions. The partnership will provide AlTi teams with access to a unified AI-enabled operational platform designed to assist with meeting management, administrative workflows, and operational processes while reducing manual workload burdens.
Announcement Overview
AlTi Global, Inc. announced that it will implement the Nevis AI wealth management platform throughout its advisor organization as part of the firm’s continuing investment in operational technology and advisor enablement initiatives. According to the company, the partnership followed an extensive market evaluation process during which AlTi assessed available wealth management AI solutions before selecting Nevis based on platform integration capabilities, workflow compatibility, implementation support, and operational functionality.
The partnership is designed to support advisors by centralizing operational tasks within a unified technology environment. The platform is expected to assist advisors and support teams in areas including:
• Meeting preparation
• Client follow-up processes
• Administrative workflow management
• Operational coordination
• Custodian account opening support
• Workflow automation initiatives
The companies stated that the deployment is intended to help advisors allocate additional time toward client-facing activities and customized service delivery while reducing time spent on manual operational functions. Nevis will provide implementation support as part of the deployment process across AlTi’s advisor network.
Key Announcement Details
• Announcement Type: Strategic AI wealth management technology partnership
• Partnership Participants: AlTi Global, Inc. and Nevis
• Industry Focus: Wealth management and advisor technology
• Technology Focus: Artificial intelligence operational workflow platform
• Primary Objective: Streamlining advisor workflows and operational processes
• Deployment Scope: Global advisor base across AlTi operations
• Client Segment: Ultra-high-net-worth individuals, families, foundations, and institutions
• Platform Functions: Meeting management, workflow automation, operational support, administrative task management
• Selection Criteria: Integration capability, workflow continuity, implementation support, operational sophistication
• Operational Goal: Increasing advisor focus on client service and relationship management
• Implementation Focus: Unified operational platform for advisors and support teams
• Strategic Priority: AI-enabled operational efficiency and advisor support
• Technology Objective: Reducing manual administrative workload through automation
• Advisor Benefit: Additional time allocation toward client-facing activities
• Support Structure: Ongoing implementation and operational assistance from Nevis
• Platform Capability: Enterprise-grade AI infrastructure for wealth management environments
• Company Assets Managed or Advised: $90 billion by AlTi Global
• AlTi Professional Network: More than 450 professionals globally
• Nevis Funding Raised: $40 million
• Named Investors in Nevis: Sequoia Capital, ICONIQ, and Ribbit Capital
AlTi’s Technology and Innovation Strategy
According to the company, the partnership with Nevis forms part of AlTi’s broader strategy focused on integrating technology solutions designed to support advisors and operational teams working with increasingly complex wealth management requirements. AlTi stated that the deployment reflects its view that technology and artificial intelligence tools can support operational efficiency while enabling advisors to dedicate more time toward client engagement and customized advisory services.
The company indicated that the partnership aligns with its commitment to providing technology resources capable of supporting the demands associated with global wealth management operations and ultra-high-net-worth client relationships. According to AlTi, the integration of AI capabilities is intended to improve operational agility while maintaining the personalized advisory approach associated with wealth management services.
The company also noted that the partnership is designed around supporting advisors rather than replacing advisor functions. According to AlTi leadership, the implementation is focused on enabling advisors to manage operational complexity more efficiently while continuing to provide tailored solutions to clients across multiple markets and jurisdictions.
Within the announcement, AlTi referenced several operational priorities associated with the partnership, including:
• Supporting workflow efficiency
• Reducing administrative task burdens
• Improving operational coordination
• Enabling system integration continuity
• Expanding advisor support capabilities
• Strengthening client service delivery processes
• Supporting scalable operational infrastructure
The deployment also reflects growing adoption of artificial intelligence technologies within the wealth management sector, particularly among firms focused on operational automation, advisor enablement, and administrative workflow management.
Platform Selection and Evaluation Process
According to the announcement, AlTi selected Nevis following an extensive evaluation of available wealth management AI platforms and operational technology providers. The company stated that the evaluation process focused on identifying a solution capable of integrating with existing systems while minimizing workflow disruption during implementation and ongoing operations.
The company identified several factors that contributed to the selection process, including:
• Existing workflow compatibility
• Operational integration capabilities
• AI platform sophistication
• Support infrastructure
• Implementation assistance
• Advisor usability
• Enterprise operational functionality
AlTi stated that maintaining continuity across advisor workflows and operational systems was an important consideration during the evaluation process. According to the company, Nevis’ ability to integrate with existing operational environments without requiring major workflow disruption was a contributing factor in the partnership decision.
The companies also emphasized the role of implementation support in the partnership structure. According to the announcement, Nevis will provide ongoing support resources during deployment and operational integration phases. The platform is expected to function as a centralized operational environment supporting advisor activities and administrative coordination processes.
The deployment is also intended to support consistency across advisor teams and operational processes throughout AlTi’s global organization. According to the companies, this centralized operational approach is expected to help streamline workflow coordination while improving efficiency across multiple operational functions.
Advisor Workflow and Operational Support Capabilities
The Nevis platform is designed to support operational functions commonly associated with wealth management advisory services. According to the announcement, advisors and support teams using the platform will have access to tools intended to streamline daily operational processes and reduce administrative burdens.
Operational areas identified within the announcement include:
• Meeting preparation workflows
• Client communication follow-up support
• Administrative process management
• Custodian account opening support
• Workflow coordination
• Operational task automation
According to the companies, the platform deployment is intended to allow advisors to spend more time focused on client relationships and personalized advisory services by reducing time spent on repetitive manual processes.
The announcement also emphasized the importance of operational agility within wealth management environments serving ultra-high-net-worth clients and institutional relationships. According to AlTi, increasing complexity across wealth management operations requires technology systems capable of supporting sophisticated operational requirements while preserving advisor-client engagement quality.
The companies stated that the platform is intended to function within enterprise wealth management environments requiring security, workflow reliability, operational coordination, and implementation support capabilities.
Leadership Commentary From AlTi
Nancy Curtin, Chief Executive Officer of AlTi Global, Inc., discussed the role of artificial intelligence within the future of wealth management operations and advisor services.
Curtin stated:
“The wealth manager of the future will be able to pair emotional intelligence and investment expertise with the operational agility that AI provides. Our partnership with Nevis reflects our conviction that responsible use of technology is critical to meeting the needs of our advisors and our UHNW client base as they navigate the growing complexities of wealth in today’s world.”
The statement highlighted several themes referenced throughout the announcement, including:
• Operational agility through AI-enabled systems
• Advisor support capabilities
• Wealth complexity management
• Technology integration within wealth advisory operations
• Client service enhancement initiatives
• Long-term operational modernization priorities
The company indicated that the partnership is intended to support advisor effectiveness while preserving the human advisory relationships associated with wealth management services.
Technology Infrastructure and AI Priorities
Phillip Dundas, Chief Technology Officer at AlTi Global, Inc., discussed the firm’s broader AI and data infrastructure strategy within the announcement.
Dundas stated:
“AI is a strategic priority for AlTi, and we have invested considerable energy and resources into establishing our strategic data platform and leveraging innovative AI solutions to help our advisors deliver best-in-class client service more efficiently. AI is not about replacing advisors, but empowering them to focus more time on delivering bespoke solutions tailored to the specific needs of individuals, families and institutions. Our partnership with Nevis was built specifically around the need for an AI platform sophisticated enough to match the complexity of the UHNW clients we serve.”
The statement referenced several operational and strategic priorities associated with the deployment, including:
• AI integration initiatives
• Strategic data platform investments
• Operational efficiency objectives
• Advisor enablement strategies
• Client-specific solution delivery
• Enterprise-level AI sophistication requirements
• Support for complex wealth management environments
According to the announcement, AlTi’s approach to AI implementation focuses on supporting advisor operations and enabling more efficient service delivery rather than replacing advisor-client engagement functions.
Nevis Leadership Commentary
Mark Swan, Chief Executive Officer and Co-Founder of Nevis, discussed the operational focus behind the Nevis platform and the alignment between the two organizations.
Swan stated:
“Nevis was built to solve the real operational challenges wealth management teams face every day. We believe AI should enhance how advisors work by freeing them from manual processes so they can maximize their focus on relationships and growth. AlTi is exactly the kind of partner we designed Nevis for: global in scope, uncompromising in its standards, and committed to equipping its advisors with a modern, intelligent operating platform. The cultural alignment between our two organizations has been the foundation of this partnership.”
The statement highlighted several operational themes connected to the partnership, including:
• Workflow automation
• Advisor productivity support
• Operational efficiency
• Relationship-focused advisory models
• Enterprise AI platform deployment
• Global wealth management operations
• Technology modernization initiatives
The companies indicated that alignment between organizational priorities and operational standards contributed to the development of the partnership.
Wealth Management Industry Technology Adoption Trends
The announcement reflects continued adoption of artificial intelligence technologies within the wealth management industry as firms evaluate operational systems designed to improve advisor productivity, workflow management, and administrative coordination.
According to the companies, operational automation and workflow management tools are becoming increasingly relevant within environments serving ultra-high-net-worth individuals and institutional clients due to growing complexity associated with wealth structures, cross-border planning requirements, reporting obligations, and client engagement expectations.
The partnership announcement referenced several operational areas where AI-enabled systems may support wealth management organizations, including:
• Administrative workflow coordination
• Meeting and communication management
• Operational task automation
• System integration support
• Advisor workflow optimization
• Client relationship management support
• Enterprise operational efficiency
The deployment also reflects increasing emphasis within the wealth management sector on integrating technology systems capable of supporting both advisor productivity and enterprise operational infrastructure requirements.
About AlTi Global, Inc.
AlTi Global, Inc. is a global wealth and investment partner serving families, foundations, and institutions. The company focuses on helping clients manage wealth and capital planning activities across jurisdictions and generations while supporting complex financial structures and investment requirements.
According to the company, AlTi combines the scale of a global organization with the service model associated with family office structures. The company stated that its advisory and investment platform is designed to support a broad range of wealth management and capital planning needs across international markets.
Key operational details provided by the company include:
• Assets Managed or Advised: $90 billion
• Professional Network: More than 450 professionals globally
• Primary Client Segments: Families, foundations, institutions, and ultra-high-net-worth clients
• Business Focus: Wealth management and investment advisory services
• Operational Scope: Global operations and advisory capabilities
The company stated that its operating model is focused on helping clients activate capital, structure wealth complexity, and manage long-term planning requirements across multiple jurisdictions and generations.
About Nevis
Nevis is an artificial intelligence platform provider focused on wealth management operational workflows and advisor support systems. The company stated that its platform is designed specifically for enterprise wealth management environments and operational requirements.
According to the company, the platform supports operational areas including:
• Meeting preparation
• Client follow-up processes
• Custodian account opening workflows
• Administrative task automation
• Advisor operational support
The company also stated that its platform includes institutional-grade security and privacy controls as well as implementation support resources through its Forward Deployed Engineering teams.
Additional company details included within the announcement include:
• Founded: 2024
• Industry Focus: Wealth management AI infrastructure
• Funding Raised: $40 million
• Investors Mentioned: Sequoia Capital, ICONIQ, and Ribbit Capital
• Operational Focus: AI-powered workflow automation for wealth management firms
According to the company, Nevis currently partners with several large and expanding wealth management organizations across the United States.
Media Contact
For additional information, visit neviswealth.com.
Source Attribution
Source: Company announcement
