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Nevis

New York City, US · 53 employees on LinkedIn · 2 known investors

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.

AI & Machine LearningFintechSaaS

Founders & leadership

ICIvan Chalov
Ivan ChalovinCOO & Co-Founder
MSMark Swan
Mark SwaninCEO & Co-Founder
PBPhilipp Burda
Philipp BurdainCPO & Co-Founder

Investors · 2

ICONIQSan Francisco
Sequoia CapitalMenlo Park · $4.4M – $214M

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.
Where is Nevis headquartered?
Nevis is headquartered in New York City, US.