Nevis raises $70m Series B for AI agents for financial advisors

Oct 26, 2026 · Issue 13 · 2 sources, 2 articles

Nevis, which is building an AI-based operating system for wealth management, has closed a $70m Series B led by EQT Ventures. The company is developing AI agents for financial advisors.

Who is affected and how

fintech company

Capital entering the wealth-management AI market intensifies competition among advisory software vendors.

Sources

• Nevis Lands $70M Series B to Build Out AI Agents for Financial Advisorsunite.ai · Oct 26, 2026
• Wealthtech Nevis lands $70m Series B to scale agentic AI - FinTech Futuresfintechfutures.com · Oct 27, 2026

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