FinanceBusiness & Enterprise2 min reading time

Nevis raises $70M to expand its AI platform for wealth advisers

Covered by 2 sources
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Nevis, an AI platform for wealth advisers, raised $70M in a Series B round led by EQT Ventures, with new investors Charles Schwab and QuantumLight joining. The company’s AI agents automate routine financial advisory tasks, supporting $700bn in client assets and growing rapidly.

Covered by 2 sources


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