NEVIS
About
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.
Key facts
At-a-glance profile data
- Website
- neviswealth.com
- Headquarters
- New York, United States
- Founded
- 2024
- Total funding
- $40M (Series A)
- Business model
- B2B
- Tags
- FintechWealth ManagementAI PlatformWorkflow AutomationCRM
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 1 Dec 2025 | Series A | $35M | $200M | Sequoia Capital |
| 1 Jan 2024 | Seed | $5M | - | Sequoia Capital |
Tech stack
Detected on neviswealth.com, last scanned 2 Sept 2026. Run your own scan
- CMS / Builders
- GitBook
- CDN
- AWS CloudFront
- Hosting
- AWS
- Email provider
- Google Workspace
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Frequently asked
How much funding has NEVIS raised?
NEVIS has raised a total of $40M in funding. The most recent round on record is Series A.