Overview
Location
United States
Total raised
$105M
Funding Rounds 2
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Dec 1, 2025 | Series A round | $35M |
Mentions in press and media 6
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 28, 2026 | Nevis Secures $70M, AI Transforms Wealth Management with $700B Assets | Nevis, an AI operating system for wealth management, raised $70 million in Series B funding. This brings total capital to $110 million. EQT Ventures led the round. Charles Schwab Corporation and QuantumLight became strategic investors. The ... |
| Oct 26, 2026 | Nevis raises $70M in Series B funding backed by Charles Schwab as AI wealth management platform grows to $700B in assets | New York-based AI startup Nevis has raised $70 million in Series B funding led by EQT Ventures, with Charles Schwab joining as a strategic investor, as the two-year-old company reports a 14-fold increase in client assets represented on its ... |
| Dec 1, 2025 | Nevis launches with $35M in funding from Sequoia, ICONIQ, and Ribbit to bring AI automation to wealth management | Nevis is stepping into the wealth-management tech market with a big lift. The AI startup launches today with a $35 million Series A from Sequoia Capital, ICONIQ, and Ribbit Capital. The round brings the company’s total funding to $40 millio... |
| Dec 1, 2025 | Nevis Raises $35M in Series A Funding | Nevis, a NYC-based provider of an AI platform for wealth management, raised $35M in Series A funding. The round was led by Sequoia Capital, ICONIQ and Ribbit Capital. The raise brought the total amount to $40M, following a $5M Seed round wh... |
| Nevis | “AI that helps financial advisors grow and spend more time with clients” |
Reviews 0
FAQ about Nevis
How much funding has Nevis raised?
Nevis has raised $105M in total across 2 funding rounds.
What funding rounds has Nevis raised?
Parsers VC lists 2 funding rounds of Nevis, among them a Series A round of $35M on Dec 1, 2025.
What has the press written about Nevis?
Parsers VC has collected 6 articles mentioning Nevis, among them “Nevis Secures $70M, AI Transforms Wealth Management with $700B Assets” (Oct 28, 2026) and “Nevis raises $70M in Series B funding backed by Charles Schwab as AI wealth management platform grows to $700B in assets” (Oct 26, 2026).
Is Nevis still active?
Yes, Nevis is active; its latest activity on Parsers VC dates from Nov 2, 2026.