Nevis
AI that helps financial advisors grow and spend more time with clients
- 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
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.
Tech Stack
OpenAIAnthropic
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