Nevis Lands $70M Series B to Build Out AI Agents for Financial Advisors
· unite.ai · popularity 18/100 · 0 similar stories today · Entrepreneurship & Startups (Business & Finance)
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Summary
Nevis, a startup building an AI operating system for wealth management, has raised a $70 million Series B led by EQT Ventures, CEO and co-founder Mark Swan wrote in a company blog post on October 26, 2026. Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital also participated in the round, which the company said brings its total funding to $110 million in the two years since its founding. Swan wrote that Nevis brings CRM, meeting intelligence, financial planning and…
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