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About
Nevis is an AI-native platform designed to automate administrative workflows for financial advisors. It helps with tasks like meeting preparation, client follow-ups, account openings, and ongoing service, freeing up advisors to focus on client relationships and business growth. The platform aims to increase advisor capacity and improve efficiency in wealth management firms.
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Frequently Asked Questions
What does NEVIS do?
Nevis is an AI-native platform designed to automate administrative workflows for financial advisors. It helps with tasks like meeting preparation, client follow-ups, account openings, and ongoing service, freeing up advisors to focus on client relationships and business growth. The platform aims to increase advisor capacity and improve efficiency in wealth management firms.
How much funding has NEVIS raised?
NEVIS has raised a total of $40M in funding. The most recent round on record is Series A.
Where is NEVIS headquartered?
NEVIS is headquartered in New York, United States.
When was NEVIS founded?
NEVIS was founded in 2024.
What industry does NEVIS operate in?
NEVIS operates in FinTech, Wealth Management, AI Platform, Workflow Automation, Customer Relationship Management, Robotic Process Automation.