Nevis Raises $70M Series B
Nevis raises $70 million in a Series B round led by EQT Ventures to expand its AI operating system for wealth management and financial advisory firms.
Nevis Raises $70M Series B
Nevis, a New York-based developer of an AI operating system for the wealth management industry, has raised $70 million in a Series B funding round. This new investment brings the company's total funding to $110 million since its founding two years ago.
Investors
The funding round was led by EQT Ventures, with participation from new strategic investors including The Charles Schwab Corporation and QuantumLight. Returning investors including Sequoia Capital, ICONIQ, and Ribbit Capital also participated in the round.
Nevis Use of Funds
Nevis plans to use the new capital to expand the capabilities of its AI agents, deepen its technical integrations across the custodian and wealth technology ecosystem, and scale its product and go-to-market teams.
About Nevis
Founded in 2024 by former Revolut executives Mark Swan, Philipp Burda, and Ivan Chalov, Nevis provides an AI-powered operating system designed to automate administrative tasks for financial advisors and wealth management firms. The platform integrates CRM, meeting intelligence, and financial planning workflows to help firms scale operations and improve client services.
Funding Details
Company Website: https://neviswealth.com
Company: Nevis
Raised: $70M
Round: Series B
Funding Date: October 26, 2026
Lead Investor: EQT Ventures
Additional Investors: The Charles Schwab Corporation, QuantumLight, Sequoia Capital, ICONIQ, Ribbit Capital
Company Website: neviswealth.com
Software Category: FinTech / Wealth Management
Source: https://www.businesswire.com/news/home/20261026161240/en/Nevis-Raises-%2470-Million-Series-B-to-Grow-its-AI-Operating-System-for-Wealth-Management
