Nevis

AI for Wealth Management

Latest funding

$60M Series B+ · October 26, 2026

Led by EQT Ventures · Source: finsmes.com

Total raised: $135M across 3 sourced rounds

All 3 rounds ↓

Website: neviswealth.com.

X: @neviswealth · 1,769 followers.

LinkedIn: linkedin.com.

Category: Fintech.

Sectors: AI.

Subcategory: AI wealth management.

Stage: Series B+.

Based in: New York, United States.

Founded: 2024.

Total raised: $135M in 3 sourced rounds.

Last round: Oct 26, 2026 · 17 days ago.

Headcount: 51–100 employees.

On Recent Funding since: Sep 22, 2026.

Signals

X account@neviswealth · created Nov 30, 2025 (11 months old) · 1,769 followers

Website registeredJul 3, 2024 (2 years old)

TIMELINE · MONEY RAISED

Nevis | 516 days from website to first raise on record

@neviswealth·Raised $135M in 3 sourced rounds·2 signals before the first raise

Money raised, round by round (amounts linked to their source). Pins are dated signals; hover the icons for dates.

Funding rounds

October 26, 2026
Series B+ · $60M
EEQT Ventures (lead)
Source: finsmes.com
December 2, 2025
Series A · $35M
SSequoia (lead), IICONIQ, RRibbit Capital
Source: Finextra Research
December 1, 2025
Series A · $40M
SSequoia (lead), IICONIQ, RRibbit Capital
Source: fundraisingfox.com
November 30, 2025
X account created
July 3, 2024
Website created

Founders and team

MS
Mark Swan Co-founder and CEO

@markswan_ · LinkedIn · source: neviswealth.com
IC
Ivan Chalov Co-founder and COO

LinkedIn · source: neviswealth.com
PB
Philipp Burda Co-founder and CPO

LinkedIn · source: neviswealth.com

Investors

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EQT Ventures portfolio →

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/nevis (get a free API key).