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Tagged: financial-advisors
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Ai · Fintech · Saas
Nevis
Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
ai · fintechRead →
Founder · Executive · Operator
Mark Gilbert
Mark Gilbert is the Co-Founder & CEO of Zocks, a privacy-first AI platform that automates administrative work for financial advisors - capturing meeting notes, filling forms, and drafting client emails so advisors can reclaim 10+ hours weekly. Before founding Zocks, he held VP of Product Management at Twilio and CTO at Hearsay Systems. In January 2026, Zocks closed a $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M. The platform now serves 5,000+ financial firms.
ai · fintechRead →
Ai · Fintech · Saas
Zocks | AI for Advisors
Zocks is a privacy-first AI assistant built specifically for financial advisors. It turns client conversations into structured intelligence - automating meeting notes, follow-up emails, intake forms, and CRM updates - without recording audio. Founded in 2022 and headquartered in San Francisco, Zocks is used by more than 5,000 advisory firms including Carson Group, Osaic, Commonwealth, and Hightower.
ai · financial-advisorsRead →
Ai · Fintech · Saas
Tandems
Tandems is an AI-native wealth operating system for banks, RIAs, and insurance firms - the rebrand of robo-advisor pioneer SigFig. Its TandemsMeet, TandemsGrow, and TandemsInvest products automate the meeting prep, client outreach, onboarding, and portfolio work that consume roughly 90% of a financial advisor's day, with SOC 2 Type II controls and bank-level encryption baked in.
ai · fintechRead →