Nevis

New York, New York, USA · ≈53 employees · neviswealth.com

Nevis is a software company based in New York, with a presence in London, focused on creating an AI platform for wealth management. Founded in 2024, Nevis aims to streamline the operational tasks of financial advisors and their teams throughout the client lifecycle. The platform is designed to reduce administrative burdens, allowing firms to concentrate more on client service and growth. The Nevis platform automates various workflows, including meeting preparation, client follow-ups, account opening, and compliance-related tasks. It integrates data from multiple tools, such as CRM and portfolio reporting systems, to provide a unified data layer. Nevis primarily serves financial advisors, registered investment advisors (RIAs), and wealth management firms, particularly those managing over $50 billion in assets. The company has successfully raised $40 million in funding, including a $35 million Series A round led by Sequoia Capital, ICONIQ, and Ribbit Capital.