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Recently Funded|Amount: USD 35.0M|Industry: Software Development

Nevis Secures $35M Series A Funding

Nevis

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11-50 employees employees (Est.)
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Nevis, a purpose-built AI platform, announced today that it has secured $35,000,000 in new investment capital. This significant funding round marks a crucial milestone for the company as it continues to develop and scale its specialized solutions for the financial services sector. The company's core offering is an AI platform meticulously designed to assist financial advisors and their teams. It automates a wide array of administrative workflows from end-to-end, thereby streamlining operations. This allows advisors to reduce time spent on routine tasks, ultimately freeing them to focus more on client engagement, strategic advice, and business development. Nevis aims to enhance efficiency and productivity across advisory practices. This substantial capital infusion will be strategically deployed to fuel Nevis's ambitious growth initiatives. The company plans to use the funds to further expand its platform's capabilities, incorporating new features and functionalities that address evolving administrative challenges faced by financial professionals. Additionally, a portion of the investment will be directed towards extending Nevis's market reach, ensuring more financial advisory firms can access its automation tools. The successful securing of this investment underscores the perceived value of AI-driven solutions in modernizing the financial advisory industry. Nevis is poised to accelerate its product development roadmap and strengthen its operational infrastructure. The company anticipates this funding will enable it to broaden its impact, solidifying its position as a leading technology partner dedicated to empowering financial advisors through intelligent automation.
December 1, 2025

Buying Signals & Intent

Our AI suggests Nevis may be interested in solutions related to:

  • Large Language Model (LLM) APIs
  • Cloud Computing Services (e.g., AWS, GCP, Azure)
  • CRM Software (e.g., Salesforce, HubSpot)
  • Cybersecurity and Compliance Solutions
  • Data Warehousing and Analytics
  • B2B Marketing Automation Platforms
  • Sales Intelligence & Lead Generation Tools
  • HR & Payroll Software

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