What Nevis does

Nevis is a venture-backed software company building what it describes as the first unified AI platform purpose-built for wealth management. Founded in 2024 by former Revolut executives Mark Swan (CEO), Philipp Burda (CPO), and Ivan Chalov (COO), the company is incorporated in the UK as Nevis Wealth Technology Ltd with operational headquarters in both London and New York. The platform automates end-to-end advisor workflows through six integrated modules: AI-powered meeting summaries, automated task generation from client touchpoints, smart meeting prep with intelligent client briefs, AI search across firm systems, client-ready emails tuned to the advisor's tone of voice, and automated custodian account opening. The company extended into audio/speech with the December 2025 acquisition of Ledra AI.

Nevis serves primarily US-based Registered Investment Advisors (RIAs), with secondary coverage of multi-family offices serving ultra-high-net-worth families and international wealth managers. Disclosed customers include United Capital, GC Wealth, Apollon Wealth Management, Dodds Wealth, and AlTi Tiedemann Global, with supported RIAs collectively managing more than $50 billion in client assets and AlTi alone managing $90 billion. The company reports a quantified outcome of 10 hours saved per advisor per week at United Capital.

Nevis operates an enterprise SaaS model with quote-based annual subscriptions, invoiced with 30-day payment terms and auto-renewal provisions. Pricing is not publicly disclosed. The go-to-market is direct enterprise field sales, with a New York-based team of account executives and deployment strategists targeting national RIAs and multi-family offices. Distribution is supported by digital marketing (LinkedIn, X, website), podcast appearances by the CEO, earned media (Bloomberg, Investment News), and industry events. The company holds SOC 2 Type I certification, is on track for SOC 2 Type II and ISO 27001, and maintains enterprise-level agreements with OpenAI and Anthropic. As of December 2025, Nevis has raised $40 million in total funding across a $5M seed round (2024) and a $35M Series A led by Sequoia Capital with ICONIQ and Ribbit Capital, at a $200M post-money valuation.

Name

Nevis

Legal name

Nevis Wealth Technology Ltd

Website

https://neviswealth.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Nevis is an AI-native SaaS platform that automates end-to-end administrative workflows for wealth management firms, primarily US-based RIAs and multi-family offices. Founded in 2024 by ex-Revolut operators, it serves enterprises managing over $50 billion in client assets.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ), Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Wealth management software
• AI workflow automation
• Advisor productivity tools
• RIA technology platform
• Client meeting automation

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D

Revenue model

1. SaaS Platform Subscription: Nevis provides a software platform for financial advisors with subscription-based access, charging fees as specified in Order Forms or standard pricing. The platform enables workflow automation and AI-driven tools for wealth management operations. Fees are typically invoiced with payment due within 30 days, with automatic renewal for successive periods.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Nevis provides a unified AI platform built specifically for wealth management firms and financial advisors. The platform automates operational work end-to-end across the advisor workflow, including AI-generated meeting summaries, automated task generation from client touchpoints, smart meeting preparation briefs, intelligent cross-system search, personalized client email drafting, and automated custodian account opening. It is sold to enterprise wealth management firms, primarily US-based RIAs and multi-family offices, via direct enterprise sales and subscription-based SaaS contracts.

Product overview

Nevis offers a unified AI platform for wealth management, combining multiple AI-powered modules into a single product. The core Nevis AI Platform integrates six key capabilities: Meetings Summary (AI meeting summarization), Automated Task Generation (workflow automation from touchpoints), Smart Meeting Prep (intelligent client briefs), AI Search (unified cross-system search), Client-Ready Emails (personalized email generation), and Account Opening (automated custodian onboarding). Additionally, Nevis acquired Ledra AI in December 2025 to add voice-to-action capabilities. The platform is designed specifically for wealth management advisors and RIAs, connecting to existing firm systems to automate administrative work and free advisors from operational tasks.

Differentiator

Problem solved

Functional benefit

Products and services

• Nevis AI Platform The Nevis AI Platform is the first unified AI platform purpose-built for wealth management, designed to help financial advisors automate operational work end to end. It supports meeting preparation, client follow-ups, account openings, and ongoing client service, allowing advisors to focus on client relationships rather than administrative tasks. The platform is sold to enterprise wealth management firms, primarily US-based RIAs and multi-family offices, via annual subscription contracts.

Quantifiable outcome

• Advisors save 10 hours per week at $25B RIA
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature6 records

Partnerships

One partnership is on record.

• AlTi Tiedemann GlobalflagshipStrategic or Co-development Partner · 14 May 2026Strategic partnership to deploy Nevis AI platform across AlTi's global advisor network managing $90 billion in assets. Nevis provides unified tools for managing meetings, administrative tasks, and operational processes, enabling advisors to devote more time to client service.

Scale indicators5 records

Recent moves6 records

Expansion highlights7 records

Others

• HubSpot: General-purpose CRM and customer engagement platform used by many wealth management firms for client communication and pipeline management. Adjacent to Nevis's client email and engagement capabilities but not wealth-specific.
• Microsoft Copilot for Sales: Broad productivity and AI assistant embedded across Microsoft 365 and Dynamics. An adjacent threat/opportunity to Nevis given that many advisors live in Outlook and Teams for meetings and email, where Copilot offers overlapping AI capabilities.

Broad incumbents

• Salesforce Financial Services Cloud: Industry-specific CRM and workflow platform for wealth and asset management firms. Comparable to Nevis in targeting advisor workflows and client engagement, but as a broader enterprise CRM platform with configurable rather than AI-native automation.
• Envestnet: Large incumbent wealth management platform spanning portfolio management, data analytics, and advisor workflows. Overlaps with Nevis in the enterprise RIA and TAMPS space, but as a much broader, established offering rather than an AI-native workflow product.

Emerging players

• TIFIN: AI-driven wealth technology platform building tools for advisors and asset managers. Closely comparable to Nevis in applying AI-native design to wealth management workflows, though with different product focus areas.
• Riskalyze: Risk tolerance and alignment platform for advisors with growing AI-driven capabilities. Overlaps with Nevis in the RIA productivity and client engagement category but is narrower in scope.

Direct peers

• Practifi: CRM and practice management platform purpose-built for financial advisors. Closely comparable to Nevis's workflow automation focus for RIAs, though less oriented around generative AI capabilities.
• Addepar: Portfolio and wealth management technology platform serving RIAs, family offices, and large wealth managers. Directly competes with Nevis as a unified technology stack for advisor workflows, although Addepar is more established in portfolio analytics and reporting than in AI-native workflow automation.
• Black Diamond (SS&C): Portfolio management and reporting platform used by RIAs and family offices, owned by SS&C. Competes with Nevis in advisor-facing wealth technology, particularly around reporting and account aggregation workflows.
• Orion Advisor Tech: Wealth management technology provider offering portfolio accounting, CRM, and advisor workflows to RIAs. Closely comparable to Nevis in serving the enterprise RIA segment, though Orion's stack is broader and more legacy than AI-native.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/neviswealth
• LinkedInlinkedin.com/company/neviswealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nevis