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We've raised a $70,000,000 Series B, led by @eqtventures, bringing our total funding to $110 million in just two years.
At @neviswealth we believe financial advice will always be human-led. But advisors spend far too much time on administrative work, held back by outdated and fragmented technology.
Nevis brings CRM, meeting intelligence, financial planning and custodial workflows into one AI platform. Our agents execute work end-to-end, enabling advisors to serve more clients, deliver more services and grow faster.
The past 12 months have been extraordinary:
- Revenue has grown more than 25x.
- We've partnered with 10+ leading RIAs, including Focus Financial Partners, IEQ Capital and United Capital.
- Assets on Nevis have grown from $50B to over $700B, adding $50B every month.
- Our AI agents have completed over 100,000 operational tasks.
Advisors using Nevis are already reclaiming up to 10 hours a week and taking 30% more prospect meetings.
Our ambition is to make every financial advisor a super advisor, equipped to serve more clients, deliver more personalized advice and build businesses at an entirely new scale.
This funding will allow us to grow our team, accelerate product development and build new products across the wealth management technology stack.
I'm also excited to welcome two new investors, @CharlesSchwab and Quantum Light. Schwab's strategic investment will deepen our partnership and unlock more AI-powered workflows for the 16,000+ independent RIAs they serve. QuantumLight is the venture capital firm founded by Revolut founder and CEO Nik Storonsky.
Every one of our existing investors, including @sequoia , @ICONIQCapital and @RibbitCapital, has also doubled down.
To our customers, investors and above all our team, thank you for your trust, ambition and relentless execution.
We're building the foundational AI platform for wealth management.
And we're just getting started.
Read more here: neviswealth.com/blog/nevis-rai…
At @neviswealth we believe financial advice will always be human-led. But advisors spend far too much time on administrative work, held back by outdated and fragmented technology.
Nevis brings CRM, meeting intelligence, financial planning and custodial workflows into one AI platform. Our agents execute work end-to-end, enabling advisors to serve more clients, deliver more services and grow faster.
The past 12 months have been extraordinary:
- Revenue has grown more than 25x.
- We've partnered with 10+ leading RIAs, including Focus Financial Partners, IEQ Capital and United Capital.
- Assets on Nevis have grown from $50B to over $700B, adding $50B every month.
- Our AI agents have completed over 100,000 operational tasks.
Advisors using Nevis are already reclaiming up to 10 hours a week and taking 30% more prospect meetings.
Our ambition is to make every financial advisor a super advisor, equipped to serve more clients, deliver more personalized advice and build businesses at an entirely new scale.
This funding will allow us to grow our team, accelerate product development and build new products across the wealth management technology stack.
I'm also excited to welcome two new investors, @CharlesSchwab and Quantum Light. Schwab's strategic investment will deepen our partnership and unlock more AI-powered workflows for the 16,000+ independent RIAs they serve. QuantumLight is the venture capital firm founded by Revolut founder and CEO Nik Storonsky.
Every one of our existing investors, including @sequoia , @ICONIQCapital and @RibbitCapital, has also doubled down.
To our customers, investors and above all our team, thank you for your trust, ambition and relentless execution.
We're building the foundational AI platform for wealth management.
And we're just getting started.
Read more here: neviswealth.com/blog/nevis-rai…
