Nevis, the AI system for wealth management, raises US$70 million Series B

FinanceInternationalEl Ecosistema StartupOct 26, 2026, 6:22 PM40 s readAI summary

Nevis, a New York-based startup building an artificial intelligence operating system for wealth management, raised US$70 million in a Series B round led by EQT Ventures. With the deal, the company founded in 2024 has raised US$110 million in two years. New investors include The Charles Schwab Corporation, which according to the release serves more than 48 million client accounts and more than 17,000 independent registered investment advisors. QuantumLight and existing investors Sequoia, ICONIQ and Ribbit also participated.

In 40 seconds

Nevis closes a US$70 million Series B led by EQT Ventures and has raised US$110 million since its founding in 2024.
Charles Schwab joins as a strategic investor and the partnership will extend Nevis agents across its custody infrastructure.
The platform combines CRM, meeting intelligence, financial planning and custody workflows for registered advisors and wealth management firms.

Read the full story at El Ecosistema Startup

IASummary generated by artificial intelligence from a story by El Ecosistema Startup. It may contain errors: the original source prevails.

Nevis
Serie B
gestión de patrimonios
IA
Schwab

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Nevis, the AI system for wealth management, raises US$70 million Series B

In 40 seconds

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Keep reading

IMF backs economic rescue bill as Banco de la República calls for rigor in its review

Parks and attractions in Colombia generated US$1.095 billion in 2024, according to IAAPA

President requests urgent congressional passage of fiscal adjustment bill

Oil edges lower after U.S. bombs Iran ahead of Election Day