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Nevis

Nevis is a unified AI platform for wealth management that helps advisory teams automate onboarding, portfolio workflows, and client service operations.

FinTechSeries A$40M raised

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Frequently Asked Questions about Nevis

What does Nevis do?

Nevis is a unified AI platform for wealth management that helps advisory teams automate onboarding, portfolio workflows, and client service operations.

How many employees does Nevis have?

Nevis has Unknown employees as of 2026.

How much funding has Nevis raised?

Nevis has raised $40M in total funding. Their most recent round was a Series A.

What technologies does Nevis use?

Nevis works with technologies including AI, B2B SaaS, Banking, FinTech, Productivity Tools.

More About Nevis

Company Info

San Francisco, CA

Founded 2024

Unknown employees

$40M total raised

Technologies

AIB2B SaaSBankingFinTechProductivity ToolsAutomationSaaSEnterprise Software