NEW YORK, NY, Nevis, an AI platform for wealth management, announced that it has raised $35 million in a Series A round from Sequoia Capital, ICONIQ and Ribbit Capital, bringing its total funding to $40 million less than a year after founding.
Nevis, an AI platform for wealth management, announced that it has raised $35 million in a Series A round from Sequoia Capital, ICONIQ and Ribbit Capital, bringing its total funding to $40 million less than a year after founding. Nevis builds AI tools that help financial advisors automate their administrative workflows end-to-end. 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, and is onboarding new customers at a rapid pace.
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