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Nevis
New York City, US · 53 employees on LinkedIn · 4 known investors
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Nevis is an AI platform for wealth management that automates administrative work for financial advisors, including meeting summaries, task generation, meeting prep, client email drafting, and custodian account opening. It serves wealth management firms and financial advisors, with a stated focus on the US market.
Founders & leadership
Investors · 4
How we know: funding news · Not right? Tell us
How we know: Sequoia Capital's portfolio page · a partner's Signal profile · funding news · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: open dataset · 5k.vc investor directory · Not right? Tell us
How we know: funding news · open dataset · 5k.vc investor directory · Not right? Tell us
Funding
SEC filings, press & company announcements$75M disclosed across 2 rounds · 2025
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Nevis do?
- Nevis is an AI platform for wealth management that automates administrative work for financial advisors, including meeting summaries, task generation, meeting prep, client email drafting, and custodian account opening. It serves wealth management firms and financial advisors, with a stated focus on the US market.
- Who founded Nevis?
- Nevis was founded by Ivan Chalov, Mark Swan, Philipp Burda.
- Who are Nevis's investors?
- Nevis's investors include ICONIQ, Sequoia Capital, ICONIQ Capital, Ribbit Capital.
- How much funding has Nevis raised?
- Nevis has disclosed $75M raised across 2 rounds.
- Where is Nevis headquartered?
- Nevis is headquartered in New York City, US.