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N
Nevis
AI platform automating administrative and workflow tasks for financial advisors and wealth management teams.
Revolut MafiaNext Unicorn
AI
WealthTech
Workflow automation
B2B SaaS
Fintech
Rank #4
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Thesis
Wealth management runs on manual admin; agentic AI converts advisor hours into margin at industry-wide scale.
Company profile
- Founded
- 2024
- HQ
- New York, United States
- Founders
- Mark Swan
- Business model
- B2B SaaS sold to wealth management firms
- Technology
- AI agents purpose-built for wealth management back-office and advisor workflows
- Funding raised
- $40M
- Investors
- Sequoia Capital, ICONIQ, Ribbit Capital
- Founder background
- Mark Swan — former Revolut executive
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