Funding · Series B·
Nevis raises $70M Series B led by EQT Ventures for its AI wealth management platform
Nevis, which builds an AI operating system for wealth management firms, raised a $70 million Series B led by EQT Ventures. Charles Schwab and QuantumLight joined as new investors, with Sequoia, ICONIQ and Ribbit Capital also participating, bringing total funding to $110 million. The company says assets on its platform grew from $50 billion to $700 billion this year, with customers including United Capital, IEQ Capital and GC Wealth.
Schwab backing an AI layer for advisors signals that agent-run meeting prep, client follow-up and reporting are becoming standard tooling for RIAs and multi-family offices.
Deal details
- Company
- Nevis
- Amount
- $70M
- Round
- Series B
- Lead
- EQT Ventures
- Backers
- Charles Schwab, QuantumLight, Sequoia, ICONIQ, Ribbit Capital
Source
Read at WealthManagement.com ↗ ↗ ↗
WealthManagement.com · wealthmanagement.com · Found in the news · source checked Oct 26, 2026
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