Nevis
An AI operating system for wealth management firms that automates back-office workflows and integrates client data.
Nevis is a fintech company based in London, GB, founded in 2024. It has raised $69.4 million in disclosed funding. Its latest round was a Series B of €62 million in October 2026.
Overview
Nevis is an AI-powered operating system designed for wealth management firms and registered investment advisors [0, 1]. The platform functions as a centralized layer that integrates data from CRMs, custodians, and performance reporting systems, allowing firms to consolidate their technology stack into one interface [0]. Beyond data aggregation, Nevis automates middle- and back-office workflows, including client onboarding, account opening, and money movement, with the aim of reducing administrative tasks [0]. The company reports that its platform saves users over eight hours per advisor each week [0]. Nevis maintains SOC 2 Type II compliance and operates with enterprise-grade data privacy, explicitly stating that it does not use client data to train its underlying AI models [0]. Founded in 2024, the company is currently at the Series B stage [Registry]. It has raised $69,396,600 in total funding to date [Registry]. Nevis maintains headquarters in New York and London and is currently hiring for multiple engineering and operations roles [3].
Funding
Total disclosed: $69.4M across 1 round. Computed only from sourced rounds.
Investors
Questions and answers
What does Nevis do?
An AI operating system for wealth management firms that automates back-office workflows and integrates client data.
How much has Nevis raised?
Nevis has raised $69.4 million in disclosed funding across 1 round tracked by OSH.
Who has invested in Nevis?
Investors in Nevis include EQT Ventures, The Charles Schwab Corporation, QuantumLight, Sequoia Capital, Iconiq and 1 more.
When and where was Nevis founded?
Nevis was founded in 2024 and is based in London, GB.
Timeline
Founded
Sources
- 1.WealthTech startup Nevis secures €62 million to automate financial advisory workflows with AI — EU-Startups, Oct 26, 2026
- 2.Nevis · Official
- 3.Nevis · Official
- 4.Nevis · Official
- 5.Nevis · Official