Nevis: Funding, Investors & Team (Nov 2026)
Nevis is the world's first AI-powered platform designed specifically for wealth management. It automates operational tasks that consume as much as 80% of a financial advisor's day, such as meeting preparation, document management, opening custodian accounts, and client onboarding. This allows advisors to focus more on delivering personalized client service and growing their businesses.
Nevis has raised $105M across 2 funding rounds on record, the most recent a Series B of $70.0M announced in Oct 2026.
That round is above the $6.0M median round size for Artificial Intelligence companies tracked on FundedIQ over the last two years.
Nevis Company Profile and Key Stats
Latest funding round on record: Oct 2026.
Nevis Funding Rounds
Nevis raised $35.0M in a Series A announced in Dec 2025.
10 months later, a Series B of $70.0M was announced in Oct 2026.
Nevis Investors
6 investors are recorded in total; the 5 named above are those the record identifies.
Nevis Founders and Leadership Team
Contact details for the Nevis team: 1 of 2 have an email address on file, 2 have a LinkedIn profile.
Start 14-day free trial →Nevis Funding Compared to Other Artificial Intelligence Startups
Nevis' latest round of $70.0M is above the median round in Artificial Intelligence. Medians cover the last 24 months of disclosed rounds.
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Nevis Funding FAQs
What does Nevis do?
Nevis is the world's first AI-powered platform designed specifically for wealth management. It automates operational tasks that consume as much as 80% of a financial advisor's day, such as meeting preparation, document management, opening custodian accounts, and client onboarding. This allows advisors to focus more on delivering personalized client service and growing their businesses.
How much funding has Nevis raised?
Nevis has raised $105M across 2 rounds on record. The most recent is a Series B of $70.0M announced in Oct 2026.
When did Nevis last raise funding?
Nevis' most recent funding round on record is a Series B of $70.0M, announced in Oct 2026.
Who has invested in Nevis?
Investors on record for Nevis include Sequoia Capital, EQT Ventures, Ribbit Capital, QuantumLight, ICONIQ Capital. FundedIQ records 6 investors in total.
Who founded Nevis?
FundedIQ lists Sam Scherl (Founder's Associate (CEO Office)), Mark Swan (Founder) at Nevis.
Where is Nevis headquartered?
Nevis is based in New York, New York, United States.
How many employees does Nevis have?
Nevis is in the 11-50 employee band.
When was Nevis founded?
Nevis was founded in 2024.
How does Nevis' funding compare to other Artificial Intelligence startups?
Nevis' latest round of $70.0M is above the $6.0M median round size for Artificial Intelligence companies on FundedIQ across 7,247 tracked companies over the last two years.
About FundedIQ's Nevis Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Nevis is left off this page rather than filled in.
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