0%

est. 2Y upside i

FinTechSeries A

Nevis is building the world’s first AI wealth management platform. We are building the system financial advisors will run on for the next decade. Our AI completes work, automates workflows end to end, and frees advisors to spend more time with clients.

Rank

#2165

Sector

Fintech

Est. Liquidity

~5Y

Data Quality

Data: Low

Nevis is a high-risk, high-uncertainty opportunity due to lack of disclosed financials and early stage.

Last updated: July 19, 2026

Bull (20%)+300%

Strong AI adoption in wealth management drives rapid revenue growth, exit multiple expands on IPO window. Valuation reaches 4x entry ($800M) within 2 years.

Base (55%)+50%

Gradual market penetration, multiple contracts with mid-tier RIAs, revenue grows but valuation modestly appreciates to $300M (1.5x) as comps compress.

Bear (25%)-100%

Incumbents launch competitive AI solutions, adoption stalls, burn rate forces down round below $40M funding, common stock zeroed by liquidation preference.

Est. time to liquidity~5.0 years

Preference Stack Risk

moderate

Funding Intensity

2000%

Total funding of $40M against $200M valuation gives 20% preference overhang; common stock at risk in down round below $40M.

Dilution Risk

high

With no revenue disclosed and early stage, additional capital likely needed within 2 years, diluting current equity by estimated 15-25%.

Secondary Liquidity

none

No secondary market activity reported; liquidity expected only via acquisition or IPO, likely 5+ years out.

Product — 7 roles

People — 2 roles

CEO Office — 1 role

View all 20 open roles at Nevis →

Last updated: February 22, 2026

Questions to Ask at the Interview

Strategic questions based on Nevis's data — designed to show you've done your homework.

  • 1

    “How does Nevis plan to defend against incumbent AI integration from SS&C and Addepar?”

  • 2

    “What are the unit economics (e.g., ARR per advisor firm) and how do they evolve with scale?”

  • 3

    “What is the expected timeline to a liquidity event (IPO or acquisition) and what milestones are needed?”

Community

Valuation Sentiment

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.