Nevis raises $70M to expand its AI platform for wealth advisers
Nevis raised $70 million in a Series B round led by EQT Ventures, bringing its total funding to $110 million, The Next Web reported. Charles Schwab and QuantumLight joined the round, while Sequoia Capital, ICONIQ and Ribbit Capital invested more. The company plans to add agent features, expand custodian and wealth-software integrations, and grow its product and sales teams.
The funding supports a platform where AI agents handle routine wealth-management work, including preparing financial plans and opening client accounts.
New York-based Nevis, which builds AI software for wealth management firms, has raised $70M in a Series B round led by EQT Ventures. The company announced the funding on Monday.
Two new backers joined: Charles Schwab, one of the largest US brokers, and QuantumLight, the venture fund set up by Revolut founder Nik Storonsky. Existing investors Sequoia Capital, ICONIQ and Ribbit Capital also put in more money.
The round brings Nevis’s total funding to $110M. The startup came out of stealth in December 2025 with $40M, which included a $ 35M Series A led by Sequoia.
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