Nevis
PrivateLast Round
Series A
Dec 1, 2025
Est. Valuation
$200M
Total Funding Raised
$45M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Nevis is a fintech company that provides a unified AI platform for wealth management to automate administrative and operational workflows for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Vertical SaaS, NLP & Conversational AI, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Nevis Comparables
Compare Nevis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 87% | |
| Zocks | 87% | |
| Advisor.AI | 86% | |
Nevis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 1, 2025 | ||||
| Seed | Sep 1, 2024 |
Key People
Founding team and executive leadership
Nevis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ICONIQ Capital | Series A |
| Sequoia Capital | Series A, Seed |
| Ribbit Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 18, 2026
Grew 39% QoQ, from 31 to 43 employees.
- Dec 1, 2025
$35M round completed.
Nevis Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Nevis's valuation, stock price, and market status.