Nevis
PrivateLast Round
Series A
Dec 1, 2025
Est. Valuation
$200M
Total Funding Raised
$45M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Nevis is a fintech company that provides a unified AI platform for wealth management to automate administrative and operational workflows for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Vertical SaaS, NLP & Conversational AI, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Nevis Comparables
Compare Nevis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 87% | |
| Zocks | 87% | |
| Advisor.AI | 86% |
Nevis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 1, 2025 | ||||
| Seed | Sep 1, 2024 |
Key People
Founding team and executive leadership
Nevis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ICONIQ Capital | Series A |
| Sequoia Capital | Series A, Seed |
| Ribbit Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 2, 2026
Grew 23% QoQ, from 43 to 53 employees.
- Jul 26, 2026
Monthly visitors increased 51% MoM.
Nevis Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Nevis's valuation, stock price, and market status.
Is Nevis a public or private company?
Nevis is a private company.
What is the current stock price of Nevis?
Nevis is a private company with no public stock price. No recent secondary market data is available.
How much is Nevis worth (valuation)?
Nevis's valuation is estimated at $200.0M based on funding round data.
Can I buy Nevis stock?
Nevis shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Nevis's last funding round?
Nevis's most recent funding round was Series A on December 1, 2025.
Who are the main investors in Nevis?
Key investors in Nevis include ICONIQ Capital, Sequoia Capital, Ribbit Capital.
Will Nevis IPO soon?
No public IPO plans have been announced for Nevis.
How can I track Nevis secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Nevis's secondary market activity and sign up for updates.