Nevis Raises €62 Million for AI Wealth Management Platform

Oct 26, 2026
Nevis raised €62 million in Series B funding to expand its AI agents and integrations for financial advisory firms.

Nevis raised €62 million ($70 million) in Series B funding, according to EU-Startups. EQT Ventures led the round, which brought the company's total funding to €98 million ($110 million).

Charles Schwab and QuantumLight joined as new investors. Existing investors Sequoia Capital, ICONIQ and Ribbit Capital also participated. Nevis plans to expand its AI agents, add integrations with custodians and wealth technology providers, and grow its product and commercial teams.

Founded in 2024, Nevis provides software that automates administrative work for financial advisers. Its platform connects customer management, meeting intelligence, financial planning and custodial workflows. The company says its agents have completed more than 100,000 operational tasks, while customers using the platform manage more than €625 billion ($700 billion) in client assets.

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