Nevis
Nevis develops AI agents that automate operational work for wealth managers and financial advisers.
$70MSeries B
ParticipantCS
Charles Schwab
Activity from announced rounds
Activity in this selectionOct 27, 2026 · AI · Jan 1, 2026
- Rounds participated in
- 2
- Confirmed lead rounds
- 0 1 roles undisclosed
- New companies
- 2 First participation on record · 0 follow-on
- Funding in participating rounds
- $135M 2 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
2 in this selectionWealth.com
Provides AI-powered estate and tax planning platform for wealth management firms
$65MSeries B
Role not disclosed