Startup profile · funding coverage
Nevis funding, valuation and investors
AI software for wealth-management firms that connects client records, meetings and administrative workflows.
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Funding, valuation & investors
Answer-first snapshotLatest funding
Series B
$70M · October 26, 2026
Latest known valuation
$500M reported; pre/post-money basis unspecified
Series B · October 26, 2026
Total disclosed equity funding
$110M
Excludes debt, grants, acquisitions, secondaries, and IPO proceeds.
Current status
private
series b · New York, United States
Investors in latest funding
Lead: EQT Ventures
Other: Charles Schwab , Sequoia Capital , ICONIQ , QuantumLight , Ribbit Capital
Overview
Nevis sells an AI platform to wealth-management firms and registered investment advisers. Its workflows connect client information, account paperwork, signatures and custodial systems. Nevis announced a $70M Series B on October 26, 2026, bringing company-disclosed cumulative funding to $110M. Customers’ client assets are not Nevis revenue or assets managed by Nevis.
Why Nevis is interesting
Schwab joined its $70M Series B as a strategic investor. EQT’s investment thesis centres on automating adviser operations and replacing fragmented software, while deployment cost and independently measured outcomes remain important tests.
Product & use cases
The platform combines customer records, meeting intelligence, financial planning and configurable back-office workflows. Nevis describes integrations with Schwab and Fidelity for account opening. The Focus case study describes a dedicated deployment team configuring enterprise workflows.
- Prepare client meetings and follow-up work.
- Populate account-opening paperwork and coordinate signatures.
- Update client records and reconcile operational tasks across connected systems.
Key facts
- October 26, 2026: $70M Series B led by EQT Ventures; $110M cumulative funding disclosed.
- Named customers include Focus Financial Partners, IEQ Capital and United Capital.
- Absolute revenue, current contract pricing and margins were not disclosed in reviewed funding materials.
Funding history (newest first)
Series B
2026-10-26 $70M Valuation: $500M reported; pre/post-money basis unspecified- EQT Ventures (lead)
- Charles Schwab (participant)
- Sequoia Capital (participant)
- ICONIQ (participant)
- QuantumLight (participant)
- Ribbit Capital (participant)
Source: Read source · neviswealth.com
Series A
2025-12-01 $35M- Sequoia Capital (participant)
- ICONIQ (participant)
- Ribbit Capital (participant)
Source: Read source · neviswealth.com
Investors in our directory
Funds linked from Nevis's profile — open a fund page for stage focus and related deal articles.
Competitive landscape
Nevis seeks to consolidate the broader adviser workflow, rather than sell an isolated note-taking feature. Integrations, controlled execution and the cost of configuring each firm are central to the comparison.
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Jump direct
Adviser AI platform expanding from meeting assistance into operational workflows; announced an $80M Series B in February 2026.
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Zocks direct
Conversation-driven client data and adviser workflow automation; announced a $45M Series B in January 2026.
Industries
Market / IPO context
Note: Sifted reports a $500M valuation on October 26, 2026; pre- versus post-money is unspecified. Nevis did not disclose a valuation in its own announcement.
Editorial / static context — not a live quote.
FAQs about Nevis
Practical answers founders, operators, and investors typically search for.
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Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.