CEO & Co-Founder at Nevis (@neviswealth). Previously, led Global Strategy & Operations at @RevolutApp.

Joined August 2019
12 Photos and videos
Pinned Tweet
1 Dec 2025
Today, I’m excited to publicly launch @neviswealth and announce we’ve raised $40M from @sequoia , @ICONIQCapital , and @RibbitCapital to build the future of AI for wealth management. Why we founded Nevis Some people think AI will replace financial advisors. They’re wrong. Today, advisors in the US support over 50M Americans with their life savings and help them navigate life’s biggest decisions from planning for retirement to sending their kids to college. Our belief is that those moments will always be human-led. But there’s a problem. Financial advisors spend 80% of their time on admin as a result of fragmented technology and manual workflows. This limits growth, increases costs, and restricts access to professional advice for millions of families who need it. AI to empower advisors, not replace them Nevis solves this with an AI platform built specifically for wealth management that: ✅ Automates admin tasks, saving advisors hours per day. ✅ Helps firms grow AUM without growing headcount. ✅ Enables advisors to serve more clients without sacrificing quality. The people who made this possible My co-founders Philipp and Ivan. Two of the smartest people I’ve ever met. Building Nevis with you both is a true privilege. Our investors @sequoia , @ICONIQCapital , and @RibbitCapital . For your early conviction, partnership and continued support. Our earliest customers United Capital, GC Wealth, Apollon Wealth Management, Dodds Wealth Management. Thank you for your trust in Nevis. And to our entire team. You execute relentlessly and care deeply about the advisors and wealth management firms we serve. This is only possible because of you. This is only the beginning. Read more here: neviswealth.dev/news/nevis-r…
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Mark Swan retweeted
Meet @MarkSwan_, co-founder and CEO of @neviswealth. Mark saw what wealth management could become, and what was getting in the way. Fragmented systems and manual workflows were pulling advisors away from the client relationships that mattered. At a moment when client expectations are rising, margins are tightening, and AI is reshaping what great service can look like, he saw an urgent need for a better foundation. So Mark, alongside Philipp Burda and Ivan Chalov, built Nevis. Nevis is building the AI operating system for wealth management, helping firms unify disconnected systems, automate key workflows, and create more capacity for advisors to focus on clients. The result is a stronger operating foundation for firms, from onboarding and compliance to meeting prep, reporting, and day-to-day execution. Mark brings deep domain perspective from financial services investing, paired with his clear view of where the industry is ready for change. Alongside Philipp and Ivan’s product and operating experience from Revolut, he is helping build the kind of platform wealth management has long needed. We’re proud to have partnered with Nevis at Series A, and we’re excited to continue supporting Mark and the team as they build for the future of wealth management. Read more about our partnership: bit.ly/3KjdvLw Disclaimer: bit.ly/3H4dQj0
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Mark Swan retweeted
The 7 AI Demo Drop Finalists for Future Proof Citywide 2026 have officially been selected. After reviewing 80 submissions, we’re excited to announce the companies that will take the stage and demo real, advisor-ready AI. AI is no longer just technology. It’s becoming the operating layer. As part of Future Proof Citywide 2026, the AI Demo Drop is focused on surfacing practical AI tools founders have built for the real world. Meet the finalists: - Advice.ai - CurrentClient - Nevis - Perscient - Shaping Wealth - Slant CRM - VastAdvisor You’ll see these companies demo LIVE at Future Proof Citywide 2026, March 8-11, 2026 in Miami Beach, FL, putting real products in front of the advisors, operators, and industry leaders shaping what comes next. Read the full announcement: futureproofhq.com/announcing…
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Mark Swan retweeted
19 Dec 2025
Replying to @MarkSwan_
@MarkSwan_ , CEO of @neviswealth, predicts a jump from 100 to 250 clients per advisor. The number of wealthy households is growing faster than the advisor population. "Where is all this capacity going to come from?" Scalability is now the most important metric in the industry.
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Mark Swan retweeted
17 Dec 2025
The December edition of ICONIQ Pulse is live, featuring @neviswealth Series A, ICONIQ Impact Spotlight Fund, @Forbes 30 Under 30, Year in Review, and more. bit.ly/4iZZHCo Disclaimer: bit.ly/3H4dQj0

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11 Dec 2025
Delivering real results matters. Anthropic’s Claude models give us the foundation to ship AI that performs at enterprise scale and helps advisors using Nevis cut hours of admin, operate with more precision, and grow without adding headcount. This is how AI should work in wealth management.
11 Dec 2025
Nevis is partnering with @AnthropicAI to power secure, enterprise-grade AI across the wealth management industry, helping financial advisors work smarter, grow faster, and deliver a higher standard of client service. From preparing for client meetings, to generating real-time insights, to automating key operational workflows, Nevis uses Anthropic’s foundational models to deliver AI that is powerful, intuitive, and transformative at the exact moments advisors need it most. Together, we are enabling firms to unlock meaningful productivity gains and scale without adding headcount. Our new joint case study with Anthropic highlights the impact already underway. Advisors using Nevis are saving hours each week, reducing operational burden, and generating significant ROI for their firms. This is only the beginning of what high-performance AI will make possible in wealth management. claude.com/customers/nevis
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Mark Swan retweeted
Revolut alums @MarkSwan_, Philipp Burda and Ivan Chalov are building @neviswealth, the AI platform for wealth management, freeing advisors from admin so they can focus on clients. In just a year, they’re serving institutions with $50B in assets. sequoiacap.com/article/nevis…
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2 Dec 2025
Thanks @SebJohnsonUK for having me on the podcast to share more about what we’re building at @neviswealth . This is a unique opportunity to build the leading AI in wealth management, so it was great to get the opportunity to talk about it on the pod.
Replying to @SebJohnsonUK
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Mark Swan retweeted
Congratulations to the @neviswealth team on coming out of stealth Nevis is reimagining wealth management with an AI-powered platform built to streamline advisor workflows and help firms scale Excited to support the journey ahead
1 Dec 2025
We’re thrilled to partner with @neviswealth as they come out of stealth with their Series A and build the AI operating system for wealth management. The team brings deep fintech experience from their years working together at Revolut and is unifying core advisor workflows into one AI-powered platform that helps firms streamline operations and focus on serving clients. Excited to support @MarkSwan_, Philipp Burda, Ivan Chalov, and the team as they help modernize and scale the advisor experience. Read more: bit.ly/3KjdvLw — Disclaimer: bit.ly/3H4dQj0
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Mark Swan retweeted
1 Dec 2025
We’re thrilled to partner with @neviswealth as they come out of stealth with their Series A and build the AI operating system for wealth management. The team brings deep fintech experience from their years working together at Revolut and is unifying core advisor workflows into one AI-powered platform that helps firms streamline operations and focus on serving clients. Excited to support @MarkSwan_, Philipp Burda, Ivan Chalov, and the team as they help modernize and scale the advisor experience. Read more: bit.ly/3KjdvLw — Disclaimer: bit.ly/3H4dQj0
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Mark Swan retweeted
Now and again you meet a founder and you just know, on the spot, that you want to back them. That’s a rare (and very good) day "at the office". Meeting @MarkSwan_ , Philipp Burda and Ivan Chalov was one of those days. At @sequoia, we believe the most important financial decisions in life will remain human-led. The right AI doesn’t replace advisors – it amplifies them. @neviswealth embodies that vision. Thrilled to support @neviswealth as they launch and announce their $40M raise with @sequoia, @ICONIQCapital and @RibbitCapital . They’re building the AI platform that automates admin so advisors can serve more families, with higher-quality advice. They are just getting started. 🙌
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Mark Swan retweeted
1 Dec 2025
We’re honored to support founders Ivan Chalov, @MarkSwan_ , Philipp Burda, and the Nevis team as they help shape what’s next. 👉 Read more about our partnership: bit.ly/3Kv3WJg 👉 Check out the @business exclusive. Thank you @bizcarson: bloom.bg/443bIkh Disclaimer: bit.ly/3H4dQj0
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Mark Swan retweeted
A new generation of Sequoia stewards
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Mark Swan retweeted
Replying to @Jason
Mark Leonard (Constellation Software)
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Mark Swan retweeted
It’s unpopular to say, but it’s true: You can’t vibe anything useful rn. You can barely vibe a working product. And there are still virtually zero examples of anything even moderately useful/successful that was vibed - especially considering how much money has been spent so far on LLM calls to try and do so. This won’t be true forever but is true today. As with other tech cycles, a trough of disillusionment may soon come as folks get frustrated and give up. In the meantime, trying a more team oriented approach to building may result in better outcomes. Our Software Factory was extracted from our work making useful software for large, demanding enterprises. It’s built for teams to be able to build production software together. Alpha users rolling through now. Beta in Sep and GA in October. 8090.ai/waitlist

This is how I feel about vibe coding. Any project I try that has any kind of complication has this immediate burst of progress. Things are amazing and it feels like a superpower. Then... as I add more complexity, things crash to a halt. The only projects that I think I can create are ones that fall in this "vibe zone". Prototypes, UIs, products—anything that's simple and has low complexity fits right in that zone. Proof of concepts, interactions, stuff like that. The tools are able to make things that fit in that slot. But. Everything falls to pieces as that complexity curve increases. And the problem is that any good product design process has increasing complexity. A basic prototype turns into a good prototype as soon as it has layered interactions, transitions, good affordances, hover states, 1000 tiny little details that make something feel correct and real. The benefit of vibe coding is supposed to be that you move fast and you can whip things out—letting AI do all the work for you. The problem is it loses steam as soon as the necessary complexity is added. It keeps redoing itself, rewriting code, affecting things that are unrelated and then causing other issues. But if you add that complexity, every vibe coding session quickly turns into a whack-a-mole bug-bashing session. I'm not sure the solution to this. With traditional prototyping the solution is to duplicate, add more complexity, create more frames/scenes, tweak, fork, etc. However with vibe coding, one little prompt can destroy literally everything. There's a stage where I end up walking on prompt eggshells-- trying not to give it too much or too little context so that it doesn't go rogue and break everything. There's only a few exceptions to this. @cursor and @framer. I can make great progress with Cursor, give it narrow context, and I have to approve the edits that it makes. This feels like a correct workflow. The problem is, I can't see the thing that it's making because it's an IDE, not a visual environment. Yes, I can create local builds and refresh my browser and all that kind of stuff. But the visual aspect is totally lost from the coding experience. It's a developer tool. Framer gets this right because it only allows narrow updates within a single component on the page. Yes, it's limiting because it can only do a single thing at once, but at least it's not trying to create the entire page from scratch and manage it all through a prompt interface. These seem like the right approach. @Cursor: Allow the AI to edit anything but allow the user to approve those edits and see them in context. @Framer: Allow the AI to only narrowly edit a single file or component to keep the complexity down to a minimum and reduce catastrophic edits. I'm optimistic that tools like @Figma, @Lovable, @Bolt, and @V0 can make cool prototypes, but I just keep running into walls when it comes to doing anything more than just a basic interaction prototype. They need to do less IMO. Hopeful that those tools add more controls that are in the same line as Cursor and Framer. I'll also add that this is similar to how we do it with @Basedash chart generation as well. But we're not a vibe tool in the normal sense so the parallels are a little bit harder to draw.
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Mark Swan retweeted
Cool project: buildcanada.com. Would be neat to have a version for Europe/Ireland.
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Mark Swan retweeted
24 Jul 2025
We talked to Micky Malka (@mickymalka), the founder of Ribbit Capital and early backer of Coinbase, Robinhood, Bridge about what’s coming next. "I’m more excited for the next decade than the last." “Everything is a token. We call it the token factory revolution; tokenizing information, money, and power.” AI, payments, and financial services are converging fast, and tokens are becoming the raw material for decision-making, coordination, and access. Micky sees a new stack forming where every company is either building, supplying, or orchestrating tokens. And he bets on a generation of young founders who are native to this shift: “Their brains are just faster. The best ones are already building access tokens, expert tokens, asset tokens… stablecoins were only the first chapter.”
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Mark Swan retweeted
It really feels like Steve was time traveling to this moment. Steve Jobs gave a great talk at MIT in the 80's about Operational vs Managerial. SO many salient points around speed, continuously learning and driving actions.
I would love to hear everyone’s take on the difference between managerial technology and operational technology and why it might matter. I will give my take tomorrow.
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Mark Swan retweeted
6 Jun 2025
I first met Calvin in 2016. Karim and I had just launched Paribus. We weren’t a big company. Our office was my kitchen table. So when an email from a 17-year-old high school dropout landed in my inbox asking for an internship, I skimmed by it. Thankfully, Karim didn’t! - Admitted into MIT at age 16 - Code running on the International Space Station - Top 20 in the country in the Putnam Math Competition Calvin arrived on his first day in a T-shirt he wore representing the United States in a programming competition. Three weeks later he’d built an AI model to automate refund decisions. This was years before people knew what AI even was. Fast forward four years. Karim and I start Ramp. Our first phone call? Persuading Calvin to join as a founding engineer. The challenge: make filing an expense as easy as taking a photo of a receipt! Fortunately, Calvin looks at hard problems the way a dog looks at a bone. I watched him come back to the office every night, just as I was leaving, Wendy’s in hand, no small talk, working because he wanted to, only pausing to watch The Yankees’ playoff run. Eighty thousand expenses a day are now submitted using the code he wrote. Each one takes just 15 seconds, not 15 minutes. That’s 20,000 hours of work saved every day! Why am I telling this story? I think founders get too much credit. The single most important thing we do is hire people smarter than us. Phil Knight had Jeff Johnson, who drove to track meets across the Pacific Northwest and sold the first 3,250 pairs of Nike’s from the boot of his car. That’s why you’re wearing Nikes. Steve Jobs had Ken Kocienda, who mapped thousands of thumb taps to solve the seemingly impossible problem of touch-typing on glass. That’s why you have an iPhone in your pocket. Calvin is one of those people. Who wouldn’t want him to file your expenses?
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