Nevis
AI that helps financial advisors grow and spend more time with clients
New York, United States · Founded 2024 · $40.0M raised
- Headquarters
- New York, New York
- Employees
- 11–50
- Founded
- 2024
- Business Model
- B2B
- Website
- neviswealth.com
- Total Funding
- $40.0M
- Last Round
- $35.0M Series ADec 2025
- Rounds
- 2
About
Nevis is an AI platform for wealth management that automates end-to-end operational workflows for Registered Investment Advisors, enabling financial advisors to eliminate up to 80% of their administrative burden. The platform handles meeting preparation, AI-generated summaries, automated task creation, and custodian account opening. Founded in 2024, Nevis raised a $35M Series A from Sequoia, ICONIQ, and Ribbit Capital and serves firms overseeing more than $50 billion in client assets.
Summary
Nevis is an Artificial Intelligence company based in New York, United States, founded in 2024. It has raised $40.0M in total across 2 rounds, most recently a $35.0M Series A round in Dec 2025. Investors include Sequoia Capital, ICONIQ Capital and Ribbit Capital.
Tech & App Stack
23 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Dec 2025
Sign up to see all 2 rounds
Seed through Series A — per-round amounts, valuations, and who invested in each round.
Investors
Similar Companies
Humanoid robotics company building general-purpose autonomous robots for commercial deployment
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
Anthropic develops reliable, interpretable, and steerable AI systems, translating frontier safety...
xAI builds AI systems, including Grok, with frontier reasoning, voice, and generative media capab...
Citi is a leading global bank for institutions with cross-border needs, a global provider in weal...
Waymo is an autonomous driving technology company with a mission to make it safe and easy for peo...
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/nevis"><img src="https://indexed.vc/api/badge/company/nevis" alt="Nevis on Indexed.vc" width="260" height="76" /></a>