# NEVIS

**Source:** https://www.startuphub.ai/startups/nevis
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** nevis
- **Website:** https://www.neviswealth.com/
- **Location:** New York, United States
- **Founded:** 2024-01-01
- **Operating status:** Active
- **Total funding:** $40M
- **Sectors / tags:** Fintech, Wealth Management, AI Platform, Workflow Automation, CRM, Robotic Process Automation, Generative AI, Natural Language Processing, Data Unification, Operational Efficiency, WealthTech, AI Platform for Wealth Management
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/neviswealth/
  - Twitter: https://x.com/neviswealth

## Frequently asked

### 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 $12.3M (range $7.8M to $22.2M, 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.

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