NEVIS
NEVIS62
About
What does NEVIS do?
Nevis is an AI-native platform designed to automate administrative workflows for financial advisors. It helps with tasks like meeting preparation, client follow-ups, account openings, and ongoing service, freeing up advisors to focus on client relationships and business growth. The platform aims to increase advisor capacity and improve efficiency in wealth management firms.
What is NEVIS's revenue?
StartupHub estimates NEVIS's annual revenue at $11.7M (range $7.2M to $21.4M, 44% confidence), based on comparable companies in the sector.
What is NEVIS's valuation?
StartupHub estimates NEVIS's effective valuation at $193.7M (range $135.6M to $251.8M, 40% confidence), based on comparable companies in the sector.
How much funding has NEVIS raised?
NEVIS has raised a total of $40M in funding. The most recent round on record is Series A.
Where is NEVIS headquartered?
NEVIS is headquartered in New York, United States.
When was NEVIS founded?
NEVIS was founded in 2024.
What industry does NEVIS operate in?
NEVIS operates in Fintech, Wealth Management, AI Platform, Workflow Automation, CRM, Robotic Process Automation.
Sistema Operacional Financeiro com IA que conecta seus bancos pelo Open Finance e responde em português.
AI-powered financial planning and wealth management platform for individuals.
An AI-native platform for wealth management, providing an agentic operating system to automate workflows and enhance client relationships.
AI-powered financial advisor for personalized money management and investment guidance.
Allfolios is an AI-powered platform that automates the creation and management of investment portfolios for financial advisors.
AI-powered financial planning and wealth management platform for individuals.
Indian banking and financial services group offering a wide range of solutions across customer and geographic segments.
AI-powered platform for personalized financial planning and wealth management.
An entrant is a company tagged Wealth Management whose domain was first registered in the window, counted from registry records in the StartupHub directory. 2 of them registered in the last 30 days. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.
No comments yet. Be the first to share your take.