Mark Swan
Co-founder & CEO
Nevis
AI platform that automates operational work for wealth managers and financial advisors
Community-submitted · content unverified. This organization has not verified ownership or the information in this profile.
About
Nevis is a New York-based AI platform for wealth management firms and registered investment advisors (RIAs). It combines AI agents for meeting prep and data collection, task management created from meetings and emails, and end-to-end workflows such as Schwab and Fidelity account opening and money movement, connected natively to firms' CRM, custodian and reporting systems. Founded in 2024 by former Revolut leaders Mark Swan (CEO), Philipp Burda (CPO) and Ivan Chalov (COO), Nevis came out of stealth in December 2025 with a $35M Series A from Sequoia Capital, ICONIQ and Ribbit Capital, bringing total funding to $40M. In October 2026 it published a case study on rolling out its platform to advisors at Focus Financial Partners, a firm with more than $500B in advised assets.
- Website
- neviswealth.com
- Stage
- series-a
- Founded
- 2024
- Location
- New York, NY, USA
- Added via
- web
- Ownership
- unclaimed
Where to go
For people
- Homepageneviswealth.com
For agents
Nothing listed yet.
Products
- Nevis Agents — AI agents that handle meeting prep, data collection and repeat work for financial advisors · Saas
- Nevis Workflows — End-to-end automation for wealth-firm back office: account opening, money movement and custom workflows · Saas