Nevis Wealth Secures $70 Million In Series B Funding Led By EQT Ventures

Nevis Wealth is an AI-powered wealth management platform that combines CRM, meeting intelligence, financial planning and custodial workflows to help financial advisors automate administrative tasks and serve more clients. The company raised $70 million in a Series B round led by EQT Ventures, bringing its total funding to $110 million in two years. New investors Charles Schwab and Quantum Light joined existing backers Sequoia Capital, ICONIQ Capital and Ribbit Capital. Nevis plans to use the funding to expand its team, accelerate product development and build additional tools for wealth management.

FOUNDERS: Mark Swan, Philipp Burda & Ivan Chalov

INVESTORS: EQT Ventures, Charles Schwab, Quantum Light, Sequoia Capital, ICONIQ Capital & Ribbit Capital

ROUND: Series B AMOUNT: $70,000,000

HQ: New York, New York

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