Nevis

AI agents that help advisors plan and complete work end-to-end.

Leading wealth management firms choose Nevis.

Native connectors into your CRM, custodians, and reporting systems.

One AI layer that unifies every advisor tool in a single place.

Enterprise wealth management firms collaborate with Nevis to implement AI solutions for measurable business results.

Focus Financial Partners offers wealth management, family office, and business management services.

How wealth management firms use Nevis Workflows to automate middle and back office processes end to end, so operations scale without adding headcount.

AI that helps financial advisors grow and spend more time with clients

Nevis secures $70 million in Series B funding to expand its agentic AI capabilities. The round follows a $5 million seed round in 2024 and a $35 million Series A, bringing total funding to $110 million. The company focuses on wealthtech solutions powered by AI-driven automation.

Oct 2026FinTech FuturesNews article

Nevis, an AI-focused wealth management platform, secures $70 million in Series B funding from EQT Ventures, with Charles Schwab joining as a strategic investor alongside Sequoia Capital, ICONIQ, QuantumLight, and Ribbit Capital. The company, founded by Revolut alumni Mark Swan, Philipp Burda, and Ivan Chalov, now totals $110 million in funding over two years. QuantumLight, founded by Revolut CEO Nik Storonsky, also participates in the round.

Oct 2026WealthTech StrategyNews article

Nevis, a New York-based AI software provider for wealth management firms, secures $70 million in Series B funding from EQT Ventures. The company now totals $110 million in funding since its 2024 launch. Nevis develops AI-driven platforms to support financial advisory and asset management operations.

Oct 2026citybizNews article

Focus Financial Partners integrates Nevis’s AI platform across its wealth management and business units to streamline advisor workflows, reduce administrative tasks, and improve client and advisor experiences. The partnership aims to enhance operational efficiency while maintaining personalized service through advanced technology. Nevis will serve as the central AI solution for Focus Partners Wealth and other divisions.

Oct 2026Yahoo FinanceNews article