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Nevis
United Kingdom · AI · Enterprise software
Nevis develops AI agents that automate operational work for wealth managers and financial advisers.
Product
Nevis brings client records, meeting intelligence, financial planning and custodial workflows into one AI platform for wealth managers. Its agents carry out administrative tasks such as preparing meetings, gathering documents and opening accounts through connected systems.
The company serves financial advisory firms, including Focus Financial Partners, IEQ Capital and United Capital. By connecting the adviser’s working tools with back-office processes, Nevis aims to give teams more capacity for client relationships and advice. It operates from London and New York.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series B | $70M | EQT Ventures — LeadCharles Schwab — ParticipantICONIQ — ParticipantQuantumLight — ParticipantRibbit Capital — ParticipantSequoia Capital — Participant |
Investors
EQT VenturesLed Series BCharles SchwabJoined Series BICONIQJoined Series BQuantumLightJoined Series BRibbit CapitalJoined Series BSequoia CapitalJoined Series BCoverage
Oct 26, 2026Nevis · Series BSimilar companies
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