companies / neviswealth-com
Generated UTC · publication cutoff 2026-11-09
Insufficient cited evidence for a two-sentence summary.
verified=2026-06-05 json
| total_raised | 40,000,00040.0M | ○ |
|---|---|---|
| founded | 2024 | |
| hq | New York, NY, USA | |
| industry | unknown | |
| stage | series-a |
Nevis is an AI platform automating administrative work for financial advisors, handling meeting prep and summaries, task creation, client search, and account opening. It is built for wealth management firms and registered investment advisors. Purpose-built for advisor workflows, it keeps client data out of AI training.
No cited completed company acquisition recorded.
Dated disclosures. Customer relationships and classifications are historical; ARR is separate from revenue.
No cited disclosure recorded: named customer, disclosed revenue, ARR, count, B2B / B2C, sector, go-to-market.
No cited valuation with an explicit basis is recorded.
Historical post-money / actual annual or stated TTM revenue. Same currency; economic valuation date within 90 days of revenue period end, inclusive. No FX, ARR, annualized revenue, estimates or projections. Conflicts and ambiguous ties are withheld.
No qualifying pair recorded.
| date | type | amount | lead | src |
|---|---|---|---|---|
| 2025-12-01 | series-a | 35,000,00035.0M | null | ○ |
| investor | src |
|---|---|
| Sequoia Capital | ○ |
@sentry/browser, amazon cloudfront, amazon s3, amazon web services, hsts, react, react router 7.12.0, remix
| fact | status | src |
|---|---|---|
| Series A, $35.0M | attributed | ○ |
| existence | self-reported | WEB |
| description | self-reported | WEB |
| date | fact | change | src |
|---|---|---|---|
| 2026-09-27latest_round: series-a, $35.0M, 2025-12-01, lead: sequoia → series-a, $35.0M, 2025-12-01, lead: null, ○ 2026-06-05 | latest_round | series-a, $35.0M, 2025-12-01, lead: sequoia → series-a, $35.0M, 2025-12-01, lead: null | ○ 2026-06-05 |
Records begin 2026-09-24. all_changes