# Nevis

> Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.

- **Founded:** 2024
- **Headquarters:** New York, United States
- **Founders:** Mark Swan (Co-Founder & CEO), Philipp Burda (Co-Founder & CPO), Ivan Chalov (Co-Founder & COO)
- **Team size:** ~41 employees
- **Products:** Nevis AI Platform
- **Notable:** Raised $40M total funding in under a year, Emerged from stealth in December 2025 with a $35M Series A, Supports RIAs managing $50B+ in assets

## Products & services

- **Nevis AI Platform** — A unified AI platform for wealth management that handles operational tasks end-to-end - meeting preparation, client service, follow-ups, opening custodian accounts and ongoing account servicing - across an advisor's fragmented tool stack.

## Achievements

- Raised $40M total funding in under a year
- Emerged from stealth in December 2025 with a $35M Series A
- Supports RIAs managing $50B+ in assets
- Backed by Sequoia, ICONIQ and Ribbit Capital

## Latest updates

- **2025-12** — Nevis emerged from stealth, announcing $40M in total funding ($35M Series A led by Sequoia with ICONIQ and Ribbit).
- **2026-01** — Nevis Wealth, Inc. registered as a foreign business corporation in New York State.

## Links

- Website: https://www.neviswealth.com
- LinkedIn: https://www.linkedin.com/company/neviswealth
- Twitter/X: https://twitter.com/neviswealth

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Profile page: https://yespress.io/nevis
Published by YesPress — https://yespress.io
Last updated: 2026-06-08