How much funding has Nevis raised?

Nevis has raised $40.0M in total funding, most recently a Series A round.

Who are Nevis's investors?

Nevis's investors include Sequoia Capital, ICONIQ Capital, Ribbit Capital.

Where is Nevis headquartered?

Nevis is headquartered in New York, New York, United States.

What industry is Nevis in?

Nevis operates in Artificial Intelligence, Fintech.

Nevis

AI that helps financial advisors grow and spend more time with clients

New York, United States · Founded 2024 · $40.0M raised

Artificial Intelligence

Fintech

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.

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