Total Funding
68
67
Total FundingSeries A raised
Growth Score 68 in past quarter
-11 pts
Heat Score 67 in past quarter
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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5802
Nevis is the world's first AI-powered platform designed specifically for wealth management.
- Seth Pierrepont: InvestorPast Role: Accel, Partner
- Philipp Burda: CPO & Co-Founder
About the Company
Nevis is the world's first AI-powered platform designed specifically for wealth management. It automates operational tasks that consume as much as 80% of a financial advisor's day, such as meeting preparation, document management, opening custodian accounts, and client onboarding. This allows advisors to focus more on delivering
personalized client service and growing their businesses.
