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Nevis raises $70 million Series B for AI wealth-management software

The SaaS News reports EQT Ventures led the round, bringing Nevis's total funding to $110 million.

2 Sources, 14h ago, first seen 14h ago

TLDR

The SaaS News reports Nevis makes AI software to automate administrative work for financial advisors and plans to use the funding to expand its AI agents, integrations and teams. Charles Schwab and QuantumLight joined the round as new strategic investors. Techmeme, citing Fortune, says a source put Nevis's valuation at $500 million.

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2 Sources, first seen 14h ago

Nevis raises $70 million Series B for AI wealth-management software

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