Nevis
2 known investors
Nevis is an AI platform for wealth management that automates administrative work for financial advisors, including meeting summaries, task generation, meeting prep, client email drafting, and custodian account opening. It serves wealth management firms and financial advisors, with a stated focus on the US market.
AI & Machine LearningFintechSaaS
Investors · 2
Frequently asked questions
- What does Nevis do?
- Nevis is an AI platform for wealth management that automates administrative work for financial advisors, including meeting summaries, task generation, meeting prep, client email drafting, and custodian account opening. It serves wealth management firms and financial advisors, with a stated focus on the US market.
- Who are Nevis's investors?
- Nevis's investors include ICONIQ, Sequoia Capital.