Nevis
$70MSeries B · Equity
Closed · 2026-10-26
Investors: EQT Ventures, Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight, Ribbit Capital
Sources: Nevis
Nevis
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Funding
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Funding· 1 source link
Nevis raises $70M Series B for AI tools used by wealth advisers
Nevis announced a $70 million Series B led by EQT Ventures, with Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital participating. Its software combines adviser data and workflows with agents for administrative work. The round brings disclosed total funding to $110 million; the company release does not state a valuation.
Sources: Nevis
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People
Carolina Brochado
Nevis · Appointment
Board Director
Confirmed · Announced 2026-10-26 · Effective unknown
Sources: Nevis