68of 100 · 2026 Edition
AI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.
Founded by former Revolut executives, Nevis automates registered investment advisers' operational workflows and is extending into custody account opening.
Agents complete adviser operations workflows end to end.
Agents that run RIA back-office work, not just notes.
ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups.
StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.
AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers.NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.
JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.Selection and ranking are independent of commercial relationships with AI InterConnect.