Nevis
Nevis is an artificial intelligence company in New York, United States, founded in 2024. It has raised $110.0M across 3 rounds, most recently a $70.0M Series B in October 2026.
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
- $110.0M
- Last Round
- $70.0M Series BOct 2026
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 4 investors for this company. The full record is or through the API.
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
It lists 11–50 employees. It has raised $110.0M in total across 3 rounds, most recently a $70.0M Series B round in Oct 2026. Investors include Sequoia Capital, EQT Ventures and ICONIQ Capital.
Tech & App Stack
23 technologies & apps tracked
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Funding History
Oct 2026
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Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
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