供资
尼维斯获得 70M 系列 B 为财务顾问建造 AI Agents
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Newis是建立财富管理AI操作系统的起步企业，拥有由EQT Ventures,CEO和联合创始人Mark Swan于2026年10月26日在公司博客上所发的7000万美元的融资系列B. Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital 也参加了该轮比赛，称带来公司在成立后两年内总资金为1.1亿美元。
Swan写道，Nepsias 带来 CRM，在一个平台内共同满足情报，财务规划和保管工作流程，AI agents完成业务工作端到端。 公司宣称的任务是让金融顾问与客户花更多的时间，提供更好的建议并发展他们的企业。 根据公告，尼维斯与美国一些规模最大，增长最快的财富管理公司合作，包括Focus金融伙伴，IEQ资本和联合资本，其客户资产超过7000亿美元。
投资者和董事会
EQT Ventures领导了这场比赛。 卡罗来纳·布罗查多(Carolina Brochado)，合伙人兼EQT Ventures，加入nives的董事会，Kaushik Subramanian 加入担任董事会观察员。 Swan写道，EQT跟随公司早期的行走，公司跨越财富管理和金融服务的全球网络作为尼维斯的规模将是宝贵的。
“马克、菲利浦和伊万在财富管理面临越来越大的能力差距时建立了一个卓越的AI平台，她称nevis正在帮助企业为更多的客户服务并高效地扩大规模，EQT将支持公司成为行业基础AI平台的雄心。
作为战略投资方的Charles Schwab 加入回合。 该公告称，施瓦布支持超过17000名独立注册投资顾问，拥有超过4800万个客户账户和13万亿个客户资产，而深化的伙伴关系将把尼维斯的agents扩展至施瓦布的监管基础设施，为顾问及其公司增加了新的自动化。
称 Schwab的Schwab顾问服务负责人Jon Beatty建立了一个AI生态系统，旨在给顾问更大的选择和获得能力的机会，以帮助他们经营和发展自己的公司。 “我们对尼维斯扩展的生态系统进行投资并与其建立伙伴关系，帮助顾问利用AI更有效地运作，提高其能力并最终为更多的投资者服务。”
由Revolut创始人和CEONik Storonsky所创立的冒险公司"QuantumLight"也入围。 斯旺写道，他和他的共同创始人菲利普和伊万从他们在"Revolut"时代就认识了斯托伦斯基，他们在那里看到了建造和规模化的金融技术公司所需要的。 Sequoia Capital、ICONIQ和Ribbit Capital都增加了对回合的投资；Swan将这三家公司描述为公司整个旅程中的工具伙伴。
信仰和报告的电车公司案
Swan写道，他，Philipp和Ivan两年前建立了尼维斯，围绕着三个信仰。 第一是财务建议由人主导，大赦国际应赋予顾问权力，而不是取而代之。 第二，该行业现有技术根本被打破，留下顾问来导航数十个断开的系统，而第一波AI只增加了点解方案，如会议记录员和文件解析员。 第三是最大的机会在于连接公司的数据，系统和工作流程的单一集成平台，这样AI agents就可以在顾问专注于客户，咨询和成长的同时完成业务工作。
关于结果，该公司报告说，使用尼维斯的顾问每周回收最多10小时，再召开30%的前景会议，在几分钟内提出财务计划和建议，并在几天而不是几周内开立客户账户。 Swan写道，尼维斯的资产已经从500亿美元增长到7000多亿美元，该平台现在每月增加750亿美元。 他又说，收入已经增加了超过25x，该公司的AI agents已经完成了超过10万个业务任务，而尼维斯已经运送了几十个新产品。 该公司雇用了70人。
资金使用情况
新首都尼维斯称将加速开发其AIagents并在整个财富管理技术堆放地扩展平台。 Swan写道，公司认为AI会从根本上重新定义金融顾问和财富管理公司能够实现的目标，描述一个未来，在这个未来中，每个顾问都能为更多的客户服务，提供更广泛的服务，同时公司增长更快，经营的利润率要高得多。 所宣称的雄心是使尼维斯成为全球财富管理产业的操作系统。
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Funding
Nevis Lands $70M Series B to Build Out AI Agents for Financial Advisors
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Nevis, a startup building an AI operating system for wealth management, has raised a $70 million Series B led by EQT Ventures, CEO and co-founder Mark Swan wrote in a company blog post on October 26, 2026. Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital also participated in the round, which the company said brings its total funding to $110 million in the two years since its founding.
Swan wrote that Nevis brings CRM, meeting intelligence, financial planning and custodial workflows together in one platform, with AI agents that complete operational work end-to-end. The company’s stated mission is to let financial advisors spend more time with clients, deliver better advice and grow their businesses. According to the announcement, Nevis works with some of the largest and fastest-growing wealth management firms in the US, including Focus Financial Partners, IEQ Capital and United Capital, and its customers represent more than $700 billion in assets.
Investors and Board Appointments
EQT Ventures led the round. Carolina Brochado, Partner and Head of EQT Ventures, joins Nevis’s Board of Directors, and Kaushik Subramanian joins as Board Observer. Swan wrote that EQT followed the company’s journey from its early days and that the firm’s global network across wealth management and financial services will be invaluable as Nevis scales.
“Mark, Philipp and Ivan have built an exceptional AI platform at a time when wealth management faces a growing capacity gap, with advisors retiring as demand for advice rises,” Brochado said in the announcement. She said Nevis is helping firms serve more clients and scale efficiently, and that EQT will support the company’s ambition to become the foundational AI platform for the industry.
Charles Schwab joins the round as a strategic investor. The announcement states that Schwab supports more than 17,000 independent registered investment advisors, with over 48 million client accounts and $13 trillion in client assets across its business, and that the deepened partnership will extend Nevis’s agents across Schwab’s custodial infrastructure, adding new automations for advisors and their firms.
Jon Beatty, Head of Schwab Advisor Services, said Schwab has built an AI ecosystem intended to give advisors greater choice and access to capabilities that can help them run and grow their firms. “Our investment in and partnership with Nevis expands that ecosystem, helping advisors harness AI to operate more efficiently, increase their capacity and ultimately serve more investors,” Beatty said.
QuantumLight, the venture firm founded by Revolut founder and CEO Nik Storonsky, also joined the round. Swan wrote that he and his co-founders, Philipp and Ivan, know Storonsky from their time at Revolut, where they saw what it takes to build and scale a financial technology company. Sequoia Capital, ICONIQ and Ribbit Capital each increased their investment in the round; Swan described the three firms as instrumental partners throughout the company’s journey.
Founding Beliefs and Reported Traction
Swan wrote that he, Philipp and Ivan founded Nevis two years ago around three beliefs. The first is that financial advice is human-led and that AI should empower advisors rather than replace them. The second is that the industry’s existing technology was fundamentally broken, leaving advisors to navigate dozens of disconnected systems while the first wave of AI added only point solutions such as meeting note-takers and document parsers. The third is that the greatest opportunity lies in a single integrated platform connecting a firm’s data, systems and workflows, so that AI agents can complete operational work while advisors focus on clients, advice and growth.
On results, the company reports that advisors using Nevis reclaim up to 10 hours every week, take 30% more prospect meetings, generate financial plans and proposals in minutes, and open client accounts in days instead of weeks. Swan wrote that assets on Nevis have grown from $50 billion to more than $700 billion and that the platform is now adding $75 billion every month. He added that revenue has grown more than 25x, that the company’s AI agents have completed over 100,000 operational tasks, and that Nevis has shipped dozens of new products. The company employs 70 people.
Stated Use of Funds
Nevis said the new capital will accelerate the development of its AI agents and expand the platform across the wealth management technology stack. Swan wrote that the company believes AI will fundamentally redefine what financial advisors and wealth management firms can achieve, describing a future in which every advisor can serve more clients and deliver a broader range of services while firms grow faster and operate at significantly higher margins. The stated ambition is to make Nevis the operating system for the global wealth management industry.
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