Nevis

Nevis is an AI platform for larger wealth management firms that combines CRM-style client data, meeting intelligence and back-office automation. Customers named include Focus Financial Partners, IEQ Capital and United Capital, and the company says its customers represent more than $700 billion in assets.

AI agents prepare advisors for meetings, collect data and handle repeat tasks, while tasks are created automatically from meetings and emails and the platform drafts email replies. Workflow automation opens Schwab and Fidelity accounts, runs cashiering and money movement, and handles client maintenance. Native connectors pull data from CRMs, custodians, performance reporting and document systems into one client view with role-based permissions, and firms get adoption and usage analytics.

Nevis was founded in 2024 by former Revolut leaders Mark Swan, Philipp Burda and Ivan Chalov and is based in New York with a London office. In October 2026 it raised a $70 million Series B led by EQT Ventures, bringing total funding to $110 million.