Nevis raises $70 million in a Series B round led by EQT Ventures to enhance its AI operating system for wealth management.
PRIVATEOct 26, 2026
Amount Raised
$70 Million
Round Type
Series B
New YorkSoftware
Investors
QuantumlightThe Charles Schwab CorporationEQT Ventures
Description
Nevis has announced a successful $70 million Series B funding round aimed at growing its AI operating system for wealth management. The round was led by EQT Ventures and includes new strategic investors such as The Charles Schwab Corporation and QuantumLight. This funding brings Nevis's total funding to $110 million within two years of its founding.
Who to call at Nevis, and when
A new round usually means Nevis is about to hire and buy. The teams that reach out first get the meeting.
An alert the day Nevis raises, hires an executive or expands, scored against what you sell
The decision-makers there, with verified emails
Who you already know at Nevis, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Nevis. With Fundz connected, it knows.
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce★★★★★4.8/5 on G2
Company Information
Company
Nevis
Location
New York, New York, United States
About
Nevis is an AI platform for wealth management that helps financial advisors automate their administrative workflows end-to-end. The company serves some of the fastest-growing wealth management firms in the US and supports Registered Investment Advisors managing over $50 billion in client assets. By using AI to improve operational efficiency, Nevis allows advisors to focus on delivering high-quality client service and growing their businesses. Nevis aims to transform the wealth management space by addressing the challenges of advisor capacity and administrative bottlenecks.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Nevis raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
New YorkSoftware