Startups · Private company profile
Nevis
Nevis provides an AI operating system for wealth management, in which AI agents complete advisers' operational work end to end.
Private · Wealth management · New York
Funding history
| Date | Round | Amount | Lead / notable investors |
|---|---|---|---|
| October 26, 2026 | Series B | $70M | ['EQT Ventures (lead)', 'The Charles Schwab Corporation', 'QuantumLight', 'Sequoia Capital', 'ICONIQ', 'Ribbit Capital'] |
Amounts as reported in the linked articles (company-reported or press-reported, not audited).
Blitz findings
- Collapses CRM, meeting intelligence, financial planning, and custodial workflows into one platform where AI agents complete operational work end to end. — Source
- Company-reported deployment claims include advisers reclaiming up to 10 hours a week, 30% more prospect meetings, and account opening cut from weeks to days. — Source
- Agents have completed more than 100,000 operational tasks across customer deployments, according to the company. — Source
- Revenue grew more than 25x in 2026 and platform assets grew from $50 billion to $700 billion, according to the company, with no absolute revenue figure disclosed. — Source
- Its potential moat is the depth of its integrations with custodians and wealth-tech systems, not the generality of its agents. — Source
Latest research
Nevis's $70M Series B — AI Agents as the Operating System for Wealth Management · November 3, 2026
Sources
- Nevis's $70M Series B — AI Agents as the Operating System for Wealth Management (BlitzLab research)
- Nevis company announcement, October 26, 2026 (Business Wire): https://www.businesswire.com/news/home/20261026161240/en/Nevis-Raises-%2470-Million-Series-B-to-Grow-its-AI-Operating-System-for-Wealth-Management
- Dealroom News, October 26, 2026: https://dealroom.co/news/166011-ex-revolut-founders-raise-70m-for-ai-wealth-platform-nevis/
- Citybiz, October 26, 2026: https://www.citybiz.co/article/924099/nevis-raises-70m-series-b-led-by-eqt-ventures-to-expand-ai-platform-for-wealth-management/
Research only — not investment advice. Private-company figures are company-reported or press-reported, not audited. BlitzLab scores blitzscaling strategy from public data.