Nevis
PrivateLast Round
Series B
Oct 26, 2026
Est. Valuation
$500M
Total Funding Raised
$110M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Nevis operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in October 2026.
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
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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 |
|---|---|---|
| OneVest | 83% | |
| Verlo | 82% | |
| TIFIN | 82% |
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Nevis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Oct 26, 2026 | ||||
| Series A | Dec 1, 2025 | ||||
| Seed | Sep 1, 2024 |
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Key People
Founding team and executive leadership
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Nevis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ICONIQ Capital | Series B, Series A |
| Sequoia Capital | Series B, Series A, Seed |
| Ribbit Capital | Series B, Series A |
| EQT Ventures | Series B |
| QuantumLight | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 26, 2026
$70M round led by EQT Ventures.
- Sep 26, 2026
Grew 20% QoQ, from 46 to 55 employees.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Nevis's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Nevis worth (valuation)?
Nevis's valuation is estimated at $500.0M 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.
When was Nevis's last funding round?
Nevis's most recent funding round was Series B on October 26, 2026.
Who are the main investors in Nevis?
Key investors in Nevis include ICONIQ Capital, Sequoia Capital, Ribbit Capital, EQT Ventures.
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 in Nevis's shares on secondary markets.