Founding Year2024TractionNevis customers include some of the largest and fastest-growing wealth management firms in the US, representing more than $50 billion in client assets.FoundersMark Swan, Philipp Burda, Ivan ChalovMarketWealth ManagementLocationNew York, New York, United StatesCoinvestorsICONIQ Capital, Ribbit Capital, Sequoia Capital Company Description
Nevis builds AI products to automate the administrative work financial advisors handle every day, helping wealth management firms serve more clients, scale faster, and deliver a superior client experience.