Funding round· Venture and growth

Funding round for Nevis

AI software for financial advisers · USAfunding round withEQT Ventures

Nevis closes a Series B financing round of US$70m. The company develops a software platform with AI agents that automates financial planning, client management and administrative processes for wealth managers.

Lead investor
EQT Ventures
Target
Nevis
Type
Funding round
Country
USA
First reported
27/10/2026

Deal-Radar no. 44-057 · publicly reported, without guarantee · SourcingClub was not involved in this transaction. Report an error · Method

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Information from public sources, without guarantee and without claim to completeness. No investment or legal advice. Published on 30 October 2026.