Funding
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Charles Schwab

Activity from announced rounds

All recorded activity
Rounds participated in
3
Confirmed lead rounds
0
2 roles undisclosed
New companies
3
First participation on record · 0 follow-on
Funding in participating rounds
$135M
2 disclosed · full round size, not this investor’s share

By stage

Series B3

By primary sector

Fintech3

By country

United States2
United Kingdom1

Rounds

3 in all activity
Nevis

Nevis develops AI agents that automate operational work for wealth managers and financial advisers.

$70MSeries B
Participant
Wealth.com

Provides AI-powered estate and tax planning platform for wealth management firms

$65MSeries B
Role not disclosed