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Nevis

Vertical SaaS
Nevis builds AI products to automate the administrative work financial advisors handle every day, helping wealth management firms serve more clients, scale faster, and deliver a superior client experience. The company already serves some of the fastest-growing wealth management firms in the US, supporting Registered Investment Advisors (RIAs) that collectively manage more than $50 billion in client assets.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$35M
Total Amount Raised$35M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$35M
Latest Funding Amount$35M
Latest Funding RoundSeries A
Latest Funding RoundSeries A
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Dec 01, 2025
Series A
$35.00M
―

Investors

Investor Name
Funding Round
Sequoia Capital
Series A
Ribbit Capital
Series A
ICONIQ
Series A

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