Nevis Wealth Technology
Latest round
- Series A
Last raised
- Dec 2025
Total raised
- $35M
Investors
- 7
About Nevis Wealth Technology
Nevis Wealth Technology Ltd focuses on developing innovative solutions for the wealth management sector. The company has completed a total of 2 deals to date.Nevis offers a comprehensive AI platform designed specifically for wealth management, enabling financial advisors to enhance their client services while minimizing time spent on administrative tasks. The platform automates operations through features such as AI-generated meeting summaries, automated task generation from client interactions, and intelligent meeting preparation, allowing advisors to focus on delivering personalized advice. Additionally, Nevis streamlines the account opening process by automating data collection and submissions, significantly reducing the time required to establish new custodian accounts. The firm primarily serves wealth management companies, including rapidly growing firms within the sector, enhancing the advisor experience through modern technology solutions.Nevis generates revenue through business-to-business transactions with wealth management firms that subscribe to its AI platform. The transaction structure primarily revolves around subscription-based pricing models, providing access to various functionalities within the platform, enabling firms to optimize their workflows and client management processes. Customers engage with Nevis through tiered pricing plans tailored to the needs of different-sized firms, allowing for scalable solutions that can adapt to growing operational requirements. This subscription model facilitates ongoing partnerships with clients, ensuring they receive continuous updates and support in utilizing Nevis's advanced technology features. This includes the development of new features on its AI platform aimed at enhancing user experience and functionality. The company is targeting expansion into international markets, particularly in Europe and Asia, within the next 18 to 24 months, as it seeks to capitalize on the growing demand for advanced wealth management solutions.
Who invested in Nevis Wealth Technology
7 investors across 2 rounds
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Questions about Nevis Wealth Technology
Who invested in Nevis Wealth Technology?
Nevis Wealth Technology has 7 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Nevis Wealth Technology raised?
Nevis Wealth Technology has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Nevis Wealth Technology last raise money?
Nevis Wealth Technology's most recent round on record is a Series A, in Dec 2025.
What does Nevis Wealth Technology do?
Nevis Wealth Technology Ltd focuses on developing innovative solutions for the wealth management sector.
Where is Nevis Wealth Technology headquartered?
Nevis Wealth Technology is headquartered in London, UK.
Which VCs invest in companies like Nevis Wealth Technology?
Among active investors with capital left to deploy, Index Ventures, European Investment Bank, Highland Europe and Balderton Capital back software companies at Nevis Wealth Technology's stage. Their profiles are linked below.
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