Nevis
Last verified 2026-06-05. JSON
The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.
| Total raised | $40.0Mattributed |
|---|---|
| Latest round | series-a, $35.0M, 2025-12-01attributed |
| Founded | 2024 |
| Headquarters | New York, NY, USA |
| Industry | fintech |
| Stage | series-a |
| Website | neviswealth.com |
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.
Funding rounds
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2025-12-01 | series-a | $35.0M | sequoia |
Detected tech stack
@sentry/browser, amazon cloudfront, amazon s3, amazon web services, hsts, react, react router 7.12.0, remix
Provenance
| Fact | Status | Basis |
|---|---|---|
| Series A, $35.0M | attributed | vc-portfolio named as publisher. No document URL on file. |
| Total raised $40.0M | attributed | vc-portfolio named as publisher. No document URL on file. |
| Company existence | self-reported | neviswealth.com, read 2026-06-05 |
| Description | self-reported | neviswealth.com, read 2026-06-05 |
Nothing on this page is sourced yet. A sourced fact links to a document that states it.
Change history
No change recorded since records began on 2026-09-24.