When was Nevis Wealth Technology founded?

Nevis Wealth Technology was founded in 2024 and raised its 1st funding round within a year of its incorporation.

Where is Nevis Wealth Technology located?

Nevis Wealth Technology is headquartered in London, United Kingdom.

Who is the current CEO of Nevis Wealth Technology?

Mark Swan of Nevis Wealth Technology. They have also founded 1 company.

How many employees does Nevis Wealth Technology have?

As of Sep 30, 2026, the latest employee count at Nevis Wealth Technology is 58.

Is Nevis Wealth Technology a funded company?

Nevis Wealth Technology is a funded company, having raised a total of $110M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2024.

When was the latest funding round of Nevis Wealth Technology?

Nevis Wealth Technology's latest funding was a $***** Series B round on Oct 26, 2026, with participation from 6 investors.

Where does Nevis Wealth Technology rank among its competitors?

Nevis Wealth Technology ranks 5th amongst 135 active competitors, of which 23 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Zocks, which secured $45M in Jan, 2026.

Who are the top competitors of Nevis Wealth Technology?

Nevis Wealth Technology's top competitors include Jump, Zocks and Mili. Among them, Nevis Wealth Technology secured the most recent funding round in October, 2026.

Nevis Wealth Technology - 2026 Company Profile, Team, Funding & Competitors

Company Details

AI-powered wealth management platform for financial advisors and their teams to automate core workflows. It is an AI platform that automates core workflows for financial advisors, streamlining tasks like meeting prep and account opening. The platform offers back office onboarding, compliance solutions, and routine task automation. It aims to enhance wealth management processes.

Website: www.neviswealth.com/
Email ID: *****@neviswealth.com

Key Metrics

Founded Year

2024

Location

London, United Kingdom

Stage

Series B

Total Funding

$110M in 3 rounds

Latest Funding Round

Series B, Oct 26, 2026, $*****

Investors

Sequoia Capital & 2 more

Ranked

5^th among 135 active competitors

Employee Count

58 as on Sep 30, 2026

Similar Companies

Jump & 175 more

View Nevis Wealth Technology's full profile

Nevis Wealth Technology is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
NEVIS WEALTH TECHNOLOGY LTD CIN: 16016151 , United Kingdom, Active	Oct 14, 2024	-	-

Nevis Wealth Technology has raised a total funding of $110M over 3 rounds. Its first funding round was on 2024. Its latest funding round was a Series B round on Oct 26, 2026 for $*****. 6 investors participated in its latest round. Nevis Wealth Technology has 3 institutional investors.

Here is the list of recent funding rounds of Nevis Wealth Technology:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 26, 2026	5232556	Series B	7742603	9221026	5430615	7940834
Dec 01, 2025	4068269	Series A	7149099	5937463	9439846	1553857
2024	4656	Seed	6391	7946	Sequoia Capital	4769

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View details of Nevis Wealth Technology's funding rounds and investors

The founders of Nevis Wealth Technology are Mark Swan, Philipp Burda and Ivan Chalov. Mark Swan is the CEO of Nevis Wealth Technology.

Here are the details of Nevis Wealth Technology's key team members:

Mark Swan: Co-Founder & CEO of Nevis Wealth Technology.
Philipp Burda: Co-Founder & CPO of Nevis Wealth Technology.
Contact Info: 1 email address
Ivan Chalov: Co-Founder & COO of Nevis Wealth Technology.
Contact Info: 1 email address

View details of Nevis Wealth Technology's Founder profiles and Board Members

Nevis Wealth Technology's employee count trend

Nevis Wealth Technology has 58 employees as of Sep 26. Here is Nevis Wealth Technology's employee count trend over the years:

Employee count trend for Nevis Wealth Technology

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Top competitors of Nevis Wealth Technology include Jump, Zocks and Mili. Here is the list of Top 10 competitors of Nevis Wealth Technology, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Jump 2023, Salt Lake City (United States), Series B	Developer of an AI assistant platform for financial advisory firms	$105M	Sorenson Capital, Insight Partners & 10 others	63/100
2nd	Zocks 2022, San Francisco (United States), Series B	AI-based communication management platform for financial advisors	$64.3M	Lightspeed Venture Partners, QED Investors ... & 9 others	63/100
3rd	Mili 2024, Wilmington (United States), Seed	Developer of agentic artificial intelligence platforms for wealth management firms	$2M	Chiratae Ventures, BoldCap & 5 others	53/100
4th	Saturn 2023, London (United Kingdom), Series A	Provider of AI-powered wealth management platform	$17.8M	Singular, Y Combinator & 4 others	53/100
5th	Nevis Wealth Technology 2024, London (United Kingdom), Series B	AI-powered wealth management platform for financial advisors and their teams to automate core workflows	$110M	Ribbit Capital, Iconiq Capital & 1 others	56/100
6th	Zennify 2013, Meridian (United States), Series A	Provider of Salesforce consulting and data solutions for financial services. This firm offers strategic consulting, financial services consulting, data and AI advisory services, data solutions integration, managed services, and change management. They specialize in Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and nCino technologies. The company also develops accelerators to streamline implementations and provides ongoing support. Their services are tailored to meet the specific needs of financial institutions, focusing on measurable value and outcomes.	$7.5M	Salesforce Ventures, Tercera	51/100
7th	NexJ 2003, Toronto (Canada), Acquired	Customer management solution for financial industries	$32.5M	Sand Hill East, M\|C Partners	50/100
8th	4Degrees 2017, Chicago (United States), Series A	Provider of relationship intelligence and deal flow software for private markets	$2.02M	Harlem Capital, Gener8tor & 8 others	49/100
9th	ForwardLane 2015, New York City (United States), Series A	AI-powered decision intelligence platform	$6.98M	Fosun, SixThirty & 9 others	47/100
10th	TodayIR 2014, Hong Kong (China), Unfunded	Digital investor relations platform	-	-	46/100

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Nevis Wealth Technology has made no investments or acquisitions yet.

Here is the latest report on Nevis Wealth Technology's sector:

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Investment Tech - Sector Report

Edition: September, 2026 (95 Pages)

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Media has covered Nevis Wealth Technology for a total of 9 events in the last 1 year, 2 of them have been about company updates and 2 about partnerships.