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Nevis Raises €62 Million for AI Wealth Management Platform

Nevis got €62 million to grow its AI tools that handle paperwork for financial advisers.

Nevis has raised €62 million to expand its AI agents and integrations for financial advisers. The funding will support development of tools that automate administrative workflows within advisory practices.

The company’s platform addresses demand from advisers who need to manage complex client data and custodial systems while maintaining direct accountability for decisions. Growth in the business reflects a wider push to reduce manual processing in wealth management without removing the adviser from oversight roles.

Nevis serves professionals across financial services, legal, insurance, and related sectors where client administration and compliance tasks consume significant time. The new capital is intended to broaden the platform’s reach and deepen connections with the systems advisers already use.

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