Every round on record, with the sources behind each and the investors on them.
The AI platform for wealth management
neviswealth.comLinkedInNew YorkAIFounded 2024
12 sources
Developing: it holds up against its sources so far, and firms up as more reporting lands.
Valuation $500 million not stated for this round
EU-Startups gives the equivalent as €62 million ($70 million), while the company’s release states $70 million; the company’s figure is used. Sources state no valuation.
1 source
Developing: it holds up against its sources so far, and firms up as more reporting lands.
The release names the three investors as sources of the Series A but does not identify any as a lead.; not on the page it cites, so not applied: date
| Round | Amount | Announced | Lead | Buzz |
|---|---|---|---|---|
| Series B | $70M $110M to date | 2026-10-26 | EQT | 7 outlets. #7 in Trending |
12 sources [ DEVELOPING ] Developing: it holds up against its sources so far, and firms up as more reporting lands. read against 4 of 12 sources
Valuation $500 million not stated for this round EU-Startups gives the equivalent as €62 million ($70 million), while the company’s release states $70 million; the company’s figure is used. Sources state no valuation. | ||||
Nevis builds an AI platform for wealth-management firms that connects their existing systems and automates financial advisors' administrative work.
Nevis targets the wealth-management capacity problem: advisors can spend as much as 80% of their time on administrative work while demand for advice grows and advisor supply falls short. Its bet is that an integrated AI operating system can automate end-to-end work without replacing human advice; by October 2026, the company said its customers represented more than $700 billion in assets, its agents had completed more than 100,000 operational tasks, revenue had grown more than 25x in 2026, and its Series B brought total funding to $110 million.
| Series A [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $35M $40M to date | 2025-12-01 | not stated | No recent discussion |
1 source [ DEVELOPING ] Developing: it holds up against its sources so far, and firms up as more reporting lands. read against 1 source The release names the three investors as sources of the Series A but does not identify any as a lead.; not on the page it cites, so not applied: date [ BUILT WITH ]·[ SEARCH ]found by Firecrawl search·[ SCRAPE ]1 page read: neviswealth.com·[ JSON ]round read into a schema, with the sentence that states it·[ VERIFY ]correctedchecked against 1 source·[ BRANDING ]logo and colour from the homepage·[ AGENT ]company research by the Firecrawl agent | ||||
| EARLIER ROUNDS FROM COMPANY RESEARCH · DEVELOPING | ||||
| Seed | $5 million | 2024-09 | Sequoia Capital | |
Checked against 10 sources today