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# Nevis raises $70M Series B led by EQT Ventures for AI wealth management software
- URL: https://www.enterprisey.com/nevis-raises-70m-series-b-led-by-eqt-ventures-for-ai-wealth-management-software/
- Published: 2026-10-26T22:51:37.000Z
- Updated: 2026-10-26T22:51:37.000Z
- Description: Nevis raised a $70M Series B led by EQT Ventures, with Charles Schwab joining, to expand its AI software for wealth management firms. Total funding is now $110M.
- Author: Enterprisey Admin
- Tags: News, Funding

Nevis, which builds AI software that automates paperwork and operations for wealth management firms, raised a $70M Series B led by EQT Ventures, bringing total funding to $110M. Charles Schwab and QuantumLight joined as new investors alongside Sequoia, ICONIQ and Ribbit Capital. ([Nevis via Business Wire](https://www.morningstar.com/news/business-wire/20261026161240/nevis-raises-70-million-series-b-to-grow-its-ai-operating-system-for-wealth-management?ref=enterprisey.com); [FinSMEs](https://www.finsmes.com/2026/10/nevis-raises-70m-in-series-b-funding.html?ref=enterprisey.com))

The company says assets on its platform grew from $50B to $700B this year. Fortune, citing an unnamed source, reported the round values Nevis at $500M. ([WealthManagement.com](https://www.wealthmanagement.com/artificial-intelligence/nevis-lands-70-million-to-expand-ai-wealth-platform?ref=enterprisey.com); [Tech Startups](https://techstartups.com/2026/10/26/nevis-raises-70m-in-series-b-funding-backed-by-charles-schwab-as-ai-wealth-management-platform-grows-to-700b-in-assets/?ref=enterprisey.com))