Cool Company Raises · $70.0M · Series B · www.neviswealth.com

Nevis raises a $70.0M Series B round

Nevis is an AI platform for wealth management that helps financial advisors automate their administrative workflows end-to-end. The company serves some of the fastest-growing wealth management firms in the US and supports Registered Investment Advisors managing over $50 billion in client assets. By using AI to improve operational efficiency, Nevis allows advisors to focus on delivering high-quality client service and growing their businesses. Nevis aims to transform the wealth management space by addressing the challenges of advisor capacity and administrative bottlenecks.