Nevis

About Nevis

Nevis is an AI platform designed for wealth management, aimed at empowering financial advisors by automating administrative tasks. Their mission is to help advisors focus on client service by reducing the time spent on operational work, thus increasing their capacity to meet growing demand for financial advice.

Products & Services

Meetings Summary:Captures AI-generated meeting summaries with deep contextual awareness.

Automated Task Generation:Turns client touchpoints into actionable tasks without manual effort.

Smart Meeting Prep:Provides intelligent client briefs before meetings for better preparation.

AI Search:Enables quick retrieval of relevant client information with unified, intelligent search across systems.

Client-Ready Emails:Automatically sends personalized client emails matching the advisor's tone of voice.

Account Opening:Automates data collection and submissions for opening new custodian accounts, saving hours.

Specialties

AI for Wealth Management Workflow Automation Client Service Optimization Data Privacy and Security

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series A T: - FT: Series A	A: 35000000 MR: - FA: $35 million FAN: 35000000	D: 2025-12-01 FD: 2025-12-01	3 investors

Series A Latest

2025-12-01

$35.0M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

J

Jim Rivers

President

D

Dave Breslin

Executive Vice President of GC Wealth

B

Brad Goodman

Chief Operating Officer

M

Michael Dodds

President & Financial Advisor

M

Mark Swan

CEO & Co-Founder at Nevis

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Recent News

Nevis Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised