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Nevis获7000万美元B轮融资

AI 总结

据The Next Web报道,Nevis完成由EQT Ventures领投的7000万美元B轮融资,累计融资额达到1.1亿美元。Charles Schwab和QuantumLight加入本轮投资,Sequoia Capital、ICONIQ与Ribbit Capital则追加投资。公司计划增加智能体功能、扩展托管机构及财富管理软件集成,并扩大产品和销售团队。

深度见解

这笔资金将支持其平台利用AI智能体处理制定财务计划、开设客户账户等财富管理日常事务。

Nevis raises $70M to expand its AI platform for wealth advisers
Credit: Nevis
Image Credits
Credit: Nevis

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.

#Nevis#EQT Ventures#Charles Schwab#QuantumLight#Sequoia Capital#ICONIQ#Ribbit Capital

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