Position in SVTR
Snapshot 2026-11-05- Startup SignalsTop 50%↓35
- FintechTop 25%↓2
- AgentsTop 25%↓2
About
Founded in 2024 in New York, Nevis is a unified AI wealth management platform for RIAs that automates end-to-end advisor operations.
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Funding history
- 2026-10-26Series B$70M
Investors · EQT Ventures, QuantumLight Capital, Charles Schwab, Sequoia Capital, Iconiq Capital, Ribbit CapitalSource · fortune.com ↗
- 2025-12Series A$35M
Investors · Ribbit Capital, Iconiq Capital, Sequoia CapitalSource · SVTR Weekly #134 ↗
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Nevis
Unified AI wealth management platform for RIAs that automates end-to-end advisor operations
Series B · $110M · 2026-10
$110M
United States
BusinessLatest roundTotal raisedDate- Farther
Builds an AI assistant that supports financial advisors by automating tasks such as compliance, marketing and operations management
Series D+ · $272M · 2026-05
$272M - Zocks
AI tools that help financial advisors automate meeting prep, note-taking and client follow-ups
Series B · $73M · 2026-02
$73M - Autonomous Technologies Group
AI-driven wealth management advisor (robo-advisory and asset allocation)
Pre-Seed · $210M · 2026-01
$210M
Europe
BusinessLatest roundTotal raisedDate- Fundment
Helps financial advisors and wealth managers by automating account opening, transfers, investment management and custom indexing
Series C · $56M · 2025-01
$56M - Upvest
API infrastructure for securities trading, custody and back-office operations for banks, brokerages and wealth management firms
Undisclosed · $235M · 2026-03
$235M - MillTech
Automates FX hedging, cash investment and treasury management workflows for fund managers and corporates
Undisclosed · $90M · 2026-04 · Valuation $320M
$90MValuation $320M
Other / unspecified
BusinessLatest roundTotal raisedDate- Arca
AI-native wealth management platform combining human financial advisors with AI built for wealth management…
Series A · $64M · 2026-06
$64M - Chargeflow
Automated chargeback and post-transaction fraud management for e-commerce merchants and platforms
Series A · $46M · 2025-11
$46M - BUSINESSNEXT
AI-driven CRM and "autonomous banking" process automation platform for banks and credit unions.
Strategic · $40M · 2026-07 · Valuation $700M
$40MValuation $700M
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
Y Combinator
48 Fintech deals in the last 24 months · 26 at a nearby stage · 45 in NYC Metro
Request intro →Andreessen Horowitz
31 Fintech deals in the last 24 months · 12 at a nearby stage · 28 in NYC Metro
Request intro →General Catalyst
23 Fintech deals in the last 24 months · 13 at a nearby stage · 18 in NYC Metro
Request intro →Lightspeed
16 Fintech deals in the last 24 months · 11 at a nearby stage · 13 in NYC Metro
Request intro →Index Ventures
15 Fintech deals in the last 24 months · 13 at a nearby stage · 12 in NYC Metro
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.