Nevis Wealth

Nevis is an AI platform for wealth management firms. Its product includes meeting capture and transcription, automatically generated tasks from meetings and emails, drafted client emails, AI agents that run background work, and native connectors to CRM, custodian and performance reporting systems. It also offers workflow automation for client onboarding, account opening and money movement.

The website says the platform is used by wealth management firms and their advisors, associates and back-office teams. It names Focus, IEQ Capital and United Capital among its customers, states that it is SOC 2 Type II compliant, and says it has enterprise agreements with OpenAI and Anthropic. The website does not describe pricing or the revenue model.

The website states that the company was founded by former Revolut leaders Mark Swan (CEO), Philipp Burda (CPO) and Ivan Chalov (COO), and that it has raised $40M from investors. The founding year is not stated. Open roles listed on the careers page, 23 in total, are in New York, London and remote in the USA, across engineering, go-to-market, operations and CEO office functions.

Product: AI operating platform for wealth managers with meeting transcription, tasks, email drafting, AI agents and back-office workflow automation.