Nevis
Software with AI agents for financial advisers and wealth management firms, founded by three ex-Revolut executives. $70 million Series B in October 2026.
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About Nevis
Nevis is a New York-based company founded in late 2024 by three former Revolut executives: Mark Swan (CEO), Philipp Burda (Chief Product Officer) and Ivan Chalov (COO). Its software brings client records, meeting notes, financial planning and account paperwork into one platform, and uses AI agents for routine tasks such as preparing financial plans and opening accounts. It emerged from stealth in December 2025 with $40 million, including a $35 million Series A led by Sequoia Capital. On October 26, 2026 it announced a $70 million Series B led by EQT Ventures, with new investors Charles Schwab and QuantumLight (Nik Storonsky's fund) and existing investors Sequoia, ICONIQ and Ribbit Capital. According to the company, revenue grew more than 25x in 2026 and client assets managed on the platform rose from $50 billion to $700 billion; customers include Focus Financial Partners, IEQ Capital and United Capital. Figures are company-reported.
The Story
Founded in late 2024 by Mark Swan, Philipp Burda and Ivan Chalov, all former Revolut executives. Emerged from stealth in December 2025 with $40 million.
Market & Clients
Key Customers
Wealth management and advisory firms; reported customers include Focus Financial Partners, IEQ Capital and United Capital.
Geographic Presence
Funding & Investors
Total Funding
Funding Rounds
- 2025 - Series A: $35M
Lead: Sequoia Capital - 2026 - Series B: $70M
Lead: EQT Ventures
Key Investors
Founding Team
Founders
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