Nevis builds AI products to automate the administrative work financial advisors handle every day, helping wealth management firms serve more clients, scale faster, and deliver a superior client experience. Today, Nevis customers include some of the largest and fastest-growing wealth management firms in the US, representing more than $50 billion in client assets. Nevis was founded by Mark Swan (Chief Executive Officer), Philipp Burda (Chief Product Officer), and Ivan Chalov (Chief Operating Officer), former executives at Revolut-a digital bank and Europe's most valuable technology company. They are now applying their experience building leading products in financial service to lead the future of AI in wealth management. Since launching in late 2024, Nevis has raised $40M from Sequoia Capital, ICONIQ, and Ribbit Capital.

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Funding Events

Date	Amount	Type	Investors	Valuation
12/01/25	$40,000,000	Series A	ICONIQ Capital Ribbit Capital Sequoia Capital	undisclosed
10/26/26	$70,000,000	Series B	Charles Schwab EQT Ventures ICONIQ Capital QuantumLight Capital Ribbit Capital Sequoia Capital	undisclosed