Nevis Wealth

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Overview

Nevis Wealth, legally Nevis Wealth Technology Ltd and operating as Nevis, is a UK-based applied-AI software company focused on wealth management. Its platform is designed for registered investment advisers and automates operational work such as meeting preparation, client follow-ups, account opening, money movement, and account maintenance.

The company positions itself as an integrated AI operating system rather than a collection of standalone point solutions. It is notable for being founded by former Revolut leaders, raising $40 million in early funding, and targeting US wealth-management firms while maintaining a London registered office.

History

Nevis Wealth Technology Ltd was founded in 2024 by former Revolut leaders Mark Swan, Philipp Burda, and Ivan Chalov. The company raised $40 million in total funding in under a year, including a reported $35 million Series A from Sequoia Capital, ICONIQ, and Ribbit Capital. It publicly launched its AI platform for wealth management in 2025. The company serves registered investment advisers in the United States while operating as a UK-registered business.

Product Lines

Product Line	Positioning	Price Range
AI advisor agents	Task automation across the advisor workflow
Connected advisor desktop	Unified AI workspace for existing wealth-management tools
Back-office workflows	End-to-end automation for onboarding and account operations
Data and systems integration	API and native connectivity across CRM, custody, portfolio, and document systems

Manufacturing

Nevis provides cloud software rather than physical products. Its platform is developed as an integrated AI and workflow layer connected through APIs and native integrations to clients’ CRMs, custodians, portfolio-management systems, document platforms, and electronic-signature tools.

Notable Products

Nevis Agents - AI meeting-preparation and advisor-workflow tools that organize client information and support follow-up work.
Nevis Desktop - A unified AI workspace that connects advisors’ existing tools and systems in one interface.
Nevis Workflows - Workflow automation for client onboarding, account opening, money movement, and ongoing account maintenance.
Nevis Platform - The company’s integrated AI operating system for wealth-management firms, combining agents, data connections, and workflow automation.

Reputation

Nevis is presented by its founders and investors as an early-stage specialist in AI software for wealth managers, with reported adoption among registered investment advisers managing more than $50 billion in assets. Its main perceived strengths are an end-to-end workflow focus, integrations with incumbent financial systems, and enterprise arrangements with major AI providers. Public evidence of long-term customer outcomes and independent professional reviews remains limited because the company launched recently. The platform’s terms also clarify that it provides operational and informational software, not regulated financial, investment, legal, or tax advice.

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