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Nevis, an artificial intelligence platform for the wealth management industry, has acquired Ledra AI, a startup specializing in conversation and voice AI.
Nevis is developing a unified AI platform to automate end-to-end workflows for wealth management firms. CEO Mark Swan says the acquisition of Ledra AI will fit into that.
“At Nevis, we believe voice AI is the next frontier in how people interact with software,” he said in a blog post. “Voice is the most natural way to express intent. When you combine it with reasoning, memory and execution, it becomes the fastest path from intent to action. That belief sits at the core of our product strategy and is why we’ve acquired Ledra AI.”
Nevis and Ledra are far from alone in building out AI, whether generative, agentic or voice for the wealth management industry. All-in-one wealth management platform provider Advisor360°, for example, launched its AI-native wealth operating system this week and rolled out voice support in July, while Boosted.ai launched voice-powered AI research agents in October.
As part of the Ledra AI acquisition, co-founders Maria Lovin, a Google DeepMind Scholar, and Adamos Hadjivasiliou have joined Nevis, and they will play a critical role in building a voice and analytics agent.
“We were deeply impressed by the quality of the product, but also it aligned very much into how we believe modern platforms will and should work in the era of AI, where we move away from clicking 10 times in order to update a piece of data and into a world where advisors are quite literally talking to a platform like Nevis and actually being able to create tasks, write emails, trigger workflows, build reports, these types of things,” Swan said in an interview with WealthManagement.com.
The news comes on the heels of Nevis’s recent $35 million Series A capital raise from Sequoia, Iconiq and Ribbit Capital earlier this month. That round valued the company at $200 million.
Nevis, which emerged from stealth mode recently, was founded about a year ago by Swan, Ivan Chalov and Philipp Burda. The three met each other while working at Revolut, the British fintech firm recently valued at $75 billion. Nevis is named after Ben Nevis, the highest mountain in Scotland, Swan’s native country.
The company already serves some of the largest and fastest-growing wealth management firms, representing $50 billion in client assets, including United Capital, Apollon and GC Wealth. That’s expected to reach $100 billion by the end of the first quarter of 2026.
Nevis currently has about 30 people on the team, primarily across product, engineering and AI, but Swan said that number will double soon.
The underlying technology is powered by Claude, an AI assistant built by Anthropic.
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