Nevis is an AI platform purpose-built for the wealth-management industry. Its software automates the administrative tasks that consume up to 80% of a financial advisor’s time, covering everything from client-meeting preparation to custodian account opening. By unifying data and integrating with existing systems, the platform lets advisors focus on client service and firm growth. The company already supports Registered Investment Advisors that collectively manage more than $50 billion in client assets, including United Capital, Apollon Wealth Management and GC Wealth. Founded in late 2024 by former Revolut executives Mark Swan, Philipp Burda and Ivan Chalov, Nevis positions itself as the first comprehensive AI operating system for advisory firms. Customers report that the solution replaces fragmented legacy tools with a cohesive, intelligent workflow engine. To fuel continued product development and rapid customer onboarding, Nevis has secured $40 million in equity financing to date.

Total raised

$35M

Funding rounds

1

Latest round

Series A

Latest activity

Dec 2025