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Nevis

Nevis is a New York-based developer of wealth management AI that automates the back office of advisory firms. Their platform integrates CRM, financial planning, and custodial workflows, using AI agents to handle administrative tasks like opening accounts and preparing proposals. This Series B funding, led by EQT Ventures with participation from Charles Schwab and others, aims to scale their AI solutions as the industry faces a wave of adviser retirements.

Total raised
Undisclosed
across 2 rounds
Latest round
€62 million
Oct 26, 2026
Known investors
7
led by EQT Ventures
Press coverage
7
outlets tracked

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🏆 Featured in Datapile’s Q4 2026 USA Funding Report

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Funding history

  1. 2
    €62 millionOct 26, 2026

    Led by EQT Ventures

    Announcement ↗
  2. 1
    $70m Series BSeries BOct 26, 2026
    Announcement ↗

Founder

M
Mark Swan

Investors in Nevis

Backers from this company's tracked funding rounds.

  • EEQT VenturesLead investorVC firm
  • SSchwabVC firm
  • QQuantumLightVC firm
  • SSequoia CapitalVC firm
  • IICONIQVC firm
  • RRibbit CapitalVC firm
  • CCharles Schwab CorporationVC firm

Nevis in the news

Coverage of this company's funding, tracked by Datapile.

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Nevis — Fintech startup in New York, United States | Datapile