Bevel raises $6M seed round to reimagine risk management. Read the letter from our CEO

Bevel raises $6M seed round to reimagine risk management. Read the letter from our CEO

About Us

Bevel Advisors provides high touch, high tech risk management to families and individuals with complex portfolios.

We're high-tech because we use AI to build sophisticated tools that help our clients understand their risk exposures, and support our advisors and service teams to help them solve problems quickly and easily. We're high-touch because we know that, for our clients, the relationship with their advisor is at the center of understanding how to manage their risk exposures. Our AI-powered tools give the most precious commodity back to our team members: their time, so that it can be spent directly with our clients.

We are a team of experienced technologists and experienced insurance professionals working together to bring a new level of insight and service to the families we serve.

Now serving clients in multiple states.

Bevel Advisors provides high touch, high tech risk management to families and individuals with complex portfolios.

We're high-tech because we use AI to build sophisticated tools that help our clients understand their risk exposures, and support our advisors and service teams to help them solve problems quickly and easily. We're high-touch because we know that, for our clients, the relationship with their advisor is at the center of understanding how to manage their risk exposures. Our AI-powered tools give the most precious commodity back to our team members: their time, so that it can be spent directly with our clients.

We are a team of experienced technologists and experienced insurance professionals working together to bring a new level of insight and service to the families we serve.

Now serving clients in multiple states.

NPN #19831653

© 2026 Bevel Advisors LLC. All rights reserved

NPN #19831653

© 2026 Bevel Advisors LLC. All rights reserved