David Nevas
Philadelphia, Pennsylvania, United States
4K followers
500+ connections
4K followers
500+ connections
Articles by David
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3 Emerging Trends from CES 2016
3 Emerging Trends from CES 2016
CES is traditionally a whirlwind of gadgets and sedan-sized TVs, but over the past 5 years I’ve seen a sharp turn in…
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David Nevas shared thisCongrats James Marks and team! Awesome to see the industry recognition of the strength of the WealthHub offering.David Nevas shared thisWealthHub Solutions has won Best CRM System at the 13th Annual Family Wealth Report Awards 2026. This is our fourth Best CRM win at the Family Wealth Report Awards. We are proud of that record, and we are more proud of what it represents: a platform that trust companies and family offices trust to run their operations, manage complex multi-generational relationships, and serve their clients with greater efficiency and confidence. The judges recognized WealthHub for its purpose-built approach to family office management, noting our out-of-the-box workflows, seamless integrations, and client-focused experience that enhances efficiency, transparency, and strategic decision-making. The award was accepted on April 30 at the gala dinner at the Mandarin Oriental in Manhattan by Brittany von Czoernig. Thank you to our clients, whose trust in WealthHub makes this recognition meaningful. And to the WealthHub team, who build and support this platform every day with the families behind it in mind. Learn more: https://lnkd.in/eU2ZBygR #WealthHub #FamilyOffice #TrustAdministration #WealthManagement #CRM #FamilyWealthReport #Fintech #WealthTech #TrustCompany #FamilyWealthReportAwards
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David Nevas reposted thisDavid Nevas reposted thisFrom a launch in 2023 to 1,600+ trust accounts and 4,000 distributions per month, all with a team of 25. Inspire Trust Company, N.A. built one of the most efficient trust operations in the country in under two years. WealthHub is how they did it. Every workflow. Every distribution approval. Every compliance check. Every client record. All running on WealthHub from day one. Distributions that would have required five or six operations staff? Inspire runs them with two because WealthHub automates routing, enforces validations, and makes compliance a built-in function of the process, not an afterthought. "Without WealthHub, we would need five or six operations people to manage distributions. Instead, we run it with two. Compliance is built right into the process, automated and auditable." — Michael Cannella, Chief Regulatory Officer, Inspire Trust This is what purpose-built trust administration software actually delivers. Not just a better workflow. A fundamentally different operating model. Read the Case Study: https://lnkd.in/d47KsqiF #WealthHub #WealthHubSolutions #InspireTrust #InspireTrustCompany #TrustAdministration #TrustOperations #FinTech #WealthManagement #Compliance #Automation #OperationalEfficiency #DigitalTransformation #TrustCompany #FinancialServices #ScalingOperations #ProcessAutomation #ClientExperience #Innovation #CaseStudy
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David Nevas reposted thisDavid Nevas reposted thisWealthHub Solutions has been selected as a Finalist in the CRM System category at the Thirteenth Family Wealth Report Awards 2026. The Family Wealth Report Awards celebrate innovation and excellence among firms serving North America’s family office and family wealth sector. Finalists are selected through a rigorous and independent judging process. Our CRM platform was built specifically for the complexities of family offices and multi-generational wealth management. By centralizing relationship intelligence, workflows, and data, WHS helps firms operate with greater visibility, coordination, and strategic insight. We are proud to see our CRM solution recognized among industry leaders and grateful to our team and clients who continue to push the platform forward. Discover how WHS supports family offices with purpose-built technology: https://lnkd.in/gdtjT437 Winners will be announced April 30, 2026 in New York. #FamilyWealthReport #CRM #FamilyOffice #WealthManagement #WealthTech #Awards #WealthHub #WealthHubSolutions
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David Nevas shared thisKudos Jeffrey Weinstein! Great endorsement of what you all are building. We're excited to have the opportunity to partner with the New Jersey Economic Development Authority (NJEDA) to help fuel your success.David Nevas shared thisA proud moment for the TranscendAP team! We were recently selected as one of five New Jersey companies to receive investment through the New Jersey Innovation Evergreen Fund, a program run by the New Jersey Economic Development Authority (NJEDA) to support high-growth technology companies in the state. Being included alongside a small group of companies is a meaningful recognition of the work our team has been doing in AP automation. This investment will help us continue advancing our AI-driven platform and expanding our team here in New Jersey across technology, sales, and professional services. I’ve spent many years building companies and working within the New Jersey startup ecosystem, and initiatives like this play an important role in helping companies continue to grow and innovate locally. You can read the full announcement here: https://lnkd.in/d8a_AuiC
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David Nevas shared thisCongrats to the whole HRSoft team! What a great story and terrific new platform to continue building the business!David Nevas shared thisWe are thrilled to announce that Gryphon has completed a majority investment in HRSoft, a leading provider of enterprise compensation management software. Existing investor Bow River Capital will retain a minority stake, and the current executive team, led by Chief Executive Officer Joe Poxson, will continue to manage the business. Read more at https://lnkd.in/ebnY6EkF
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David Nevas shared thisWelcome about Cameron Routh! Excited to have you as part of the team!David Nevas shared thisWe’re excited to announce Cameron Routh joining our Board of Directors. Cameron brings extensive experience as an entrepreneur and senior executive in wealth management technology, with a proven track record of building and scaling successful companies in our space. CEO James Marks commented, “We are pleased to welcome Cameron, whose background as both a repeat entrepreneur and senior executive in wealth management technology brings a strong perspective on scaling, operational execution, and value creation. I look forward to partnering with Cameron and leveraging his experience building, growing, and successfully exiting companies within our sector.” We’re thrilled to have Cameron’s perspective as we continue the evolution of WealthHub. Learn more: https://lnkd.in/emkYiz79 #WealthHub #WealthTech #FamilyOffice #TrustAdministration #BoardOfDirectors #Leadership
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David Nevas reposted thisProud to see our CEO, James Marks, featured in the latest WealthTech Talks interview. WealthHub was purpose-built to help trust companies and family offices manage complex UHNW relationships, entities, assets, and workflows — all in one platform. #WealthManagement #WealthTech #FamilyOffice #WealthHub #TWMMembersDavid Nevas reposted thisWe’re excited to share insights from our latest WealthTech Talks interview — with James Marks, CEO of WealthHub Solutions, Inc., the CRM platform for trust companies and family offices. “WealthHub was designed as a single platform to manage UHNW relationships, entities, assets, and workflows for teams responsible for complex wealth,” states James Marks. WealthHub Solutions, Inc. provides an end-to-end CRM and administrative system designed to address the unique relationship and asset management needs of family offices and trust companies, organising entity, relationship, and asset information in one platform to support fiduciary professionals. Read the full interview on The Wealth Mosaic today. ⬇️ https://lnkd.in/g4aWhVhC Let us know your thoughts in the comments, and join the conversation about the future of wealth management! 💬 #TWMMembers #WealthManagement #WealthHub #AssetManagement #FamilyOffice Brittany von Czoernig Stephen Wall Mungo Guy-Vaughan Hamlet John Marcus Pangilinan Kiarra Astejada Tricia Bebita Douglas Thomson
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David Nevas shared thisVery exciting company and a terrific team. Not an investor but wish we were!David Nevas shared thisWe're incredibly excited to announce that we closed our oversubscribed $12.8 Million Series A funding round, bringing our total investment to over $22 million! With this round and new investors, we are poised to bring WeatherPromises to even more consumers and drive demand and growth for more travel, event and outdoor activity companies globally. The round was led by the consumer-focused venture capital firm, Maveron, with participation from 1Sharpe Ventures, Lerer Hippeau, Clocktower Ventures, Commerce Ventures, MS Transverse, Start Ventures, 1Flourish Capital and Mark Okerstrom, former CEO of Expedia Group. This new capital will fuel our next phase of growth, accelerating product development, expanding strategic partnerships, and scaling our platform to meet growing demand across key consumer categories. We're reshaping the way the world plans, books, and experiences travel, events, and outdoor activities by removing the anxiety of unpredictable weather. Thank you to our investors for their confidence in our mission and to our amazing team for making this possible. The future of worry-free travel is here! Read the full announcement in the comments. #SeriesA #VentureCapital #TravelTech #WeatherPromise #FundingNews #Innovation #Maveron #Events #Travel #Weather #ClimateTech #Fintech #Startup
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David Nevas shared thisThrilled to join Jeffrey Weinstein, Mahesh Yadav & team and their fast growing business disrupting "legacy" AP! They are building out a world-class organization and we are excited to get this chance to work with and support them in the journey.David Nevas shared thisExciting news for TranscendAP! We’ve secured venture funding from Rittenhouse Ventures and Tech Council Ventures, marking a significant step forward in our mission to help enterprise organizations modernize and simplify their accounts payable operations through the use of AI. This investment allows us to scale faster, strengthen our technology, and continue building an intelligent automation platform that delivers real impact. With recent wins across healthcare, manufacturing, and higher education, we’re helping organizations like Arizona Arthritis & Rheumatology Associates, PC, Aspen Surgical, and George Mason University transform their AP operations. As automation becomes a true strategic advantage, we’re proud to be leading that change. It means a lot to have the support of two firms with a proven track record in growing enterprise SaaS and AI companies, and to work again with teams I know and respect. I’m proud of what our team has accomplished and excited for what comes next as we take TranscendAP into its next phase of growth. Read the full press release here: 👉https: //https://lnkd.in/eFfp56ruTranscendAP Secures Venture Funding to Accelerate AI-Driven AP Automation GrowthTranscendAP Secures Venture Funding to Accelerate AI-Driven AP Automation Growth
David Nevas commented on a post
1w
Very grateful and honored to be part of this journey with you Saul Richter! Am thrilled to have the opportunity to play a part in fulfilling your vision for what a great venture firm should be. Amazing to see how far Rittenhouse has come in those 20 years, and I’m excited for the trajectory ahead. Onwards!
David Nevas commented on a post
2mo
Congrast Kevin Kohn! Amazing to see what you have done with this business and how far it is has come. Hope you are well!
David Nevas commented on a post
6mo
Congrats Daniel Price! Very exciting news, can't wait to see what you build next!
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David Nevas liked thisDavid Nevas liked thisWe just got back from our WeatherPromise retreat in #Helsinki. It was amazing to step back and see how much WeatherPromise has grown since our last summer retreat. It’s been a fantastic year. We’ve grew our revenues more than 600%, expanded our product capabilities, drove major increases in incremental bookings for our partners, served travelers to more than 100 countries across six continents, and closed our oversubscribed Series A. It was also amazing to look around the room and see so many new faces, and to hear presentations from some of our newest teammates. And still, we’ve only scratched the surface and had a chance to look ahead at everything we plan to announce in the second half of this year and in 2027. Stay tuned! And a special 'thank you' to Scott Mayerowitz who planned the retreat with a style that only he can muster.
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David Nevas liked thisCannes Lions International Festival of Creativity was hotter and more vibrant than ever with creators dominating the conversations throughout la Croisette. No surprise, YouTube found its way into many of the panel discussions as the most relevant ecosystem supporting the 3 key topics of Cannes2026. 1. Creators: Every agency activation included creators and a big sign of the times was Creative Artists Agency taking over Cafe Roma as a first, pointing to the importance and massive business the creator economy is today. Google Beach had a regular stream of creators as YouTube has long been the birthplace of most of the well known creators of today. YouTube continues to create the most scalable network to develop the current as well as future generation of creators enabling brands business goals. 2. AEO/GEO: AI models and answer engines increasingly rely on video and YouTube is the top resource relied on by Gemini, ChatGPT, @Claude, and Perplexity. Brands have realized the critical importance of ensuring they have a robust YouTube Channel strategy. 3. AI: AI was the underlying topic of almost every panel discussion and it was refreshing to hear the honest feedback on readiness by agencies and brands to leverage the promise. Integrating and leveraging Gemini has become critical to marketers as they address their current needs and look to the future. Related, MCP integrations with agencies are now a reality and our MCP for YouTube data was well received throughout the week. Fun moments of the week including our team and client dinner with creator Oscar Owen (https://lnkd.in/eE-Q-ScY) who dazzled us with card tricks. Like many creators, Oscar is also helping to educate other creators and brands on how to grow their business on YouTube (https://owencreative.com/). Also fun to see Pixability Advisory Board member, Jamie Gutfreund, leading the conversation on creators inside The Palais and throughout Cannes. Special thank you to Google for hosting us and our clients at Google Beach and to our partners at WPP Media, dentsu, Publicis Media, Omnicom Media, Havas Media Network, Stagwell, PMG, Mediaplus Group, Good Apple, Mediahub Worldwide, Medialab Group, hunterblu media, Starcom, WAY PARTNERS, Bicycle | B Corp and others for the great conversations, World Cup Watch Party, wine tasting, dinners, and laughs. It’s the people we work with in the industry that make our work so much fun. Merci 🇫🇷 YouTube for Business
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David Nevas liked thisDavid Nevas liked thisManufacturing AP teams are overwhelmed by invoice exceptions, approval bottlenecks, and manual workflows. Learn why burnout is rising and how AI-powered automation is helping finance leaders regain control.Manufacturing AP Teams Are Drowning in Exceptions—And It's Leading to BurnoutManufacturing AP Teams Are Drowning in Exceptions—And It's Leading to Burnout
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David Nevas liked thisDavid Nevas liked thisWe’re excited to announce the newest member of the TranscendAP Team! With extensive experience in Tungsten Total Agility (TTA), Jacob Almoyan brings valuable skills that will help us continue to enhance our platform and client solutions. We’re thrilled to welcome him and look forward to the expertise and fresh perspective he’ll contribute.
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David Nevas liked thisDavid Nevas liked thisToday marks 20 years since we planted the first seeds of what would become Rittenhouse Ventures. When we started on July 1, 2006, I could never have imagined where those seeds would grow—or how many people would help nurture them along the way. But many of you could. I am incredibly grateful to those who believed in us from the beginning, to the talented team members who transformed an idea into a firm, and to the more than 40 founders who entrusted us with their companies, visions, and ambitions. To our investors, advisors, and partners who have supported us through every stage of growth—thank you. None of this would have been possible without the extraordinary community of the Greater Philadelphia region. Inspired by the ingenuity, reinvention, and financial stewardship embodied by David Rittenhouse himself, this region has served as both the backdrop and foundation for everything we have built. A special thank you to our longtime partners at Ben Franklin Technology Partners of Southeastern Pennsylvania, especially RoseAnn B. Rosenthal and Scott Nissenbaum, whose support and friendship have meant so much over the years. And most importantly, to the people who have been my partners on this endeavor - Bruce Luehrs, Steve Holstad, Sushma Rajagopalan, David Nevas, and many others—thank you for your trust, counsel, hard work, and friendship. Whatever success we have achieved is the result of your contributions. Over the past two decades, Rittenhouse Ventures has been far more than a venture capital firm. It has been a community built on relationships, shared values, and a belief in the power of entrepreneurs to create meaningful change. As I reflect on the last 20 years, I am filled with gratitude for everyone who has been part of this story. And as I look ahead, I remain as excited as ever about supporting the next generation of founders who will build the companies that define the future. The best chapters are still being written. #RittenhouseVentures #20Years #VentureCapital #Philadelphia #Entrepreneurship #Gratitude
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David Nevas liked thisExciting to see WeatherPromise featured in Travel + Leisure. Huge thanks to Peggy Roe for highlighting our partnership and to Stacey Leasca for sharing that WeatherPromise is "certainly a selling factor" for our partners at Marriott International and Homes & Villas by Marriott Bonvoy. We could not agree more that WeatherPromise is "a totally optional add-on, but one I can confidently say is worth adding to your booking." We love being part of our customer's memorable trips. Happy 70th birthday to Stacey's dad!David Nevas liked thisExcited to be featured in Travel + Leisure, highlighting how travelers can rethink milestone trips. From shifting plans to extending stays, today’s travelers are prioritizing flexibility and experiences—making it easier to celebrate life’s biggest moments, wherever they take you next. https://lnkd.in/ej6BMYQn
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David Nevas liked thisIn 2024, I walked away from my reality to build something that didn't exist yet. I left to chase a category nobody was asking for: drug-free nasal microbiome wellness, built where beauty meets science. At the start, it was just me. A deck, a dream, and a frankly unreasonable number of nasal spray bottles. With $6MM from some of the best investors in consumer, I built Wizard Wellness, Inc from nothing: → 7 formulas → Proprietary defensible technology → A stack of patents → In 18 months This August, it rolls out nationwide, to 90% of the allergy category. Two years from idea to shelf. Most brands take years and far more capital to reach a fraction of that. This one, I'm proud of. Here's a little BTS of how we got here. #BeautyInnovation #Founders #BuildingInPublic #CPG #Wellness
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David Nevas liked thisDavid Nevas liked thisAP teams in higher education are under real pressure. Manual invoice entry, approval bottlenecks, vendor follow-ups, staffing shortages, and disconnected workflows make it harder for colleges and universities to keep AP moving efficiently. Join us on Thursday, June 18, for a live webinar on how higher education finance teams are using AI-powered AP automation to reduce manual work, streamline invoice processing, and relieve operational strain without replacing their Ellucian Finance or ERP systems. In this session, we’ll cover how institutions can: → Reduce invoice entry and processing errors → Improve approval workflows → Strengthen Banner integration and vendor data accuracy → Give vendors real-time invoice visibility → Improve compliance and audit readiness → Reduce operational stress on AP teams Join us for a practical look at reducing AP strain without disrupting your Ellucian environment. 𝗝𝘂𝗻𝗲 𝟭𝟴, 𝟮𝟬𝟮𝟲 | 𝟭:𝟬𝟬 𝗣𝗠 𝗘𝗧 Register here: https://zcu.ge/u0S
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More big news from Cleo! Today, at the #TrimbleInsight2025 event in #NewOrleans, Cleo is announcing another major leap forward in supply chain orchestration — Intelligent Error Resolution, an AI-powered capability that redefines how businesses handle integration issues across their supply chains. As today’s business leaders know, even minor technical errors can disrupt operations and jeopardize customer commitments. Cleo’s new solution empowers teams—regardless of technical skill—to resolve issues in minutes, not days, with AI-generated root-cause analysis and guided resolution paths. Intelligent Error Resolution from Cleo is about more than just enabling agility, resilience, and operational continuity at scale. We’re turning exception management into a strategic advantage, unlocking entirely new levels of supply chain intelligence and performance. Plus, when you consider Cleo's Intelligent Error Resolution and our broader Ecosystem Relationship Management capabilities, we are delivering even more meaningful, industry-leading efficiencies across supply chain and customer success operations—helping organizations optimize staffing, consistently meet contractual SLAs, and ultimately do more with less while strengthening every ecosystem relationship they depend on. Without questions, Cleo is setting the pace for what supply chain orchestration can do. See today’s news announcement to learn how Intelligent Error Resolution fits into your digital transformation strategy. https://lnkd.in/ghzqP95K #AI #SupplyChainOrchestration #Innovation
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