Ne
Nevis
AI automation of end-to-end RIA operations and onboarding
Nevis automates operational work for registered investment advisers, including meeting preparation, client management, account onboarding, servicing and compliance processes. Founded by former Revolut staff, it plans to extend into custody account opening and other back-office functions.
GAII take
Top-tier backing and ops-first focus target the costliest RIA bottleneck; execution across custodians is the test.
Top-tier backing and ops-first focus target the costliest RIA bottleneck; execution across custodians is the test.
- Headquarters
- New York, NY, USA
- Founded
- 2024
- Company type
- Startup
- Funding
- $40M · Series A
- Latest round
- Series A · $35M · Dec 2025
- Status
- Active
- Founders
- Mark Swan, Philipp Burda, Ivan Chalov
- Investors
- Sequoia Capital, ICONIQ, Ribbit Capital
- Named customers
- United Capital Financial Advisors, GC Wealth, Apollon Wealth Management, Dodds Wealth
- Also in
- Risk, Compliance & Operations
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Agents & automation
- Delivery
- SaaS application
GAII ID GAII-T0305 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.