DevelopingBusiness

Nevis raises $70M Series B led by EQT Ventures for AI agents in wealth management

Nevis, which sells an AI operating system for wealth management, raised a $70M Series B led by EQT Ventures, per Unite.AI. Charles Schwab, Sequoia, ICONIQ, QuantumLight and Ribbit also invest. Nevis says the money goes to AI agents and a wider platform. Fortune, citing a source, puts the valuation at $500M.

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Unite.AIunite.ai/nevis-lands-70m-series-b-to-build-out-ai-agents-for-financial-advisors/

Coverage · 5 articles, oldest first

Monday, October 26, 2026

12:10
Fortune
Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation
12:10
FinSMEs
finsmes.com/2026/10/nevis-raises-70m-in-series-b-funding.html
12:10
Nevis
businesswire.com/news/home/20261026161240/en/
12:10
EU-Startups
eu-startups.com/2026/10/wealthtech-startup-nevis-secures-e62-million-to-automate-financial-advisory-workflows-with-ai/
12:40
Unite.AI
unite.ai/nevis-lands-70m-series-b-to-build-out-ai-agents-for-financial-advisors/

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