Nevis Raises $70M to Expand Its AI Platform for Wealth Advisers
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Nevis raises $70M in Series B funding backed by Charles Schwab as AI wealth management platform grows to $700B in assets - Tech Startups
New York-based AI startup Nevis has raised $70 million in Series B funding led by EQT Ventures, with Charles Schwab joining as a strategic investor, as the two-year-old company reports a 14-fold increase in client assets represented on its wealth […] The post Nevis raises $70M in Series B funding backed by Charles Schwab as AI wealth management platform grows to $700B in assets first appeared on Tech Startups.
Nevis raises $70M to expand its AI platform for wealth advisers
New York-based Nevis, which builds AI software for wealth management firms, has raised $70M in a Series B round led by EQT Ventures. The company announced the funding on Monday. Two new backers joined: Charles Schwab, one of the largest US brokers, and QuantumLight, the venture fund set up by Revolut founder Nik Storonsky. Existing investors […] This story continues at The Next Web
Nevis raised $70 million in a B Series led by EQT Ventures. The firm will allocate capital to expand its AI agents, connect more custody services, and grow in product and sales.
ChainCatcher reports that, according to EU-Startups, wealth management AI platform Nevis has announced the completion of a €62 million (approximately $70 million) Series B funding round, led by EQT Ventures, with participation from new strategic investors Charles Schwab and QuantumLight, and follow-on investments from existing investors including Sequoia Capital, ICONIQ, and Ribbit Capital. Founded in 2024 and headquartered in London and New Yor…
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