NEVIS
Agent41 out of 100, Above median. Agent Readiness. Open the scores section.Agent Readiness: 41/100. Above median. Measured by StartupHub.ai. Median 41.Trust93 out of 100, Top 25%. Data Trust. Open the scores section.Data Trust: 93/100. Top 25%. Measured by StartupHub.ai. Median 61.Meeting intelligence and analytics platform.
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.
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Key facts
- Website
- neviswealth.com
- Headquarters
- New York, United States
- Founded
- 2024
- Total funding
- $110M (Series B)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 1 Oct 2026 | Series B | $70M | $500M | EQT Ventures, QuantumLight Capital |
| 1 Dec 2025 | Series A | $35M | $200M | Sequoia Capital |
| 1 Jan 2024 | Seed | $5M | Sequoia Capital |
Tech stack
Detected on neviswealth.com, last scanned 29 Oct 2026. Run your own scan
- Compliance
- SOC 2
- CMS / Builders
- Ghost, GitBook
- CDN
- AWS CloudFront
- Hosting
- AWS
- Email provider
- Google Workspace
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Frequently asked
Is NEVIS trustworthy and reputable?
StartupHub's Data Trust & Reputation score for NEVIS is 93 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has NEVIS raised?
NEVIS has raised a total of $110M in funding. The most recent round on record is Series B.
SEC filings, insider activity, nonprofit links and pay benchmarks for NEVIS:
Company details: from public sources. Funding: no announced round on file. Ownership: not yet claimed by the company. Scores: measured by named tools; each links to its method. Our rules
