# Nevis

> AI software for wealth-management firms that connects client records, meetings and administrative workflows.

## Why it 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.

## Profile

- **Latest funding:** Series B — $70M (October 26, 2026)
- **Latest known valuation:** $500M reported; pre/post-money basis unspecified (October 26, 2026)
- **Total disclosed equity funding:** $110M
- **Stage:** series-b
- **Status:** private
- **Industries:** ai-ml, fintech, enterprise-saas
- **Coverage:** full
- **Last updated:** 2026-10-27
- **Latest funding investors:** EQT Ventures, Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight, Ribbit Capital

## 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

- Series B · $70M · October 26, 2026
  Source: https://www.neviswealth.com/blog/nevis-raises-70m-series-b/
- Series A · $35M · December 1, 2025
  Source: https://www.neviswealth.com/blog/nevis-raised-40m/
- Seed · $5M
  Source: https://www.wealthmanagement.com/artificial-intelligence/sequoia-bets-on-ai-startup-to-ease-wealth-advisors-grunt-work

## Investors in our directory

- https://venturecapitaltracker.com/fund/eqt-ventures
- https://venturecapitaltracker.com/fund/sequoia
- https://venturecapitaltracker.com/fund/ribbit-capital
- https://venturecapitaltracker.com/fund/quantumlight

## Related articles

- https://venturecapitaltracker.com/nevis-70m-series-b-ai-wealth-management

**By:** [Venture Capital Tracker](https://venturecapitaltracker.com/editorial-policy)
**Last updated:** October 27, 2026

**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.

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Source: https://venturecapitaltracker.com/startup/nevis