Nevis Raises $70 Million to Expand AI Tools for Financial Advisors

Photo: TokenPost
Nevis raised $70 million in a Series B led by EQT Ventures, giving the New York startup more capital to build AI software for financial advisors as the U.S. industry faces a projected labor gap. The financing brings Nevis’ total funding to $110 million. Charles Schwab and QuantumLight joined as new investors. Sequoia Capital, Iconiq and Ribbit Capital also participated. Carolina Brochado, EQT Ventures’ partner and head, will join Nevis’ board. The 70-person company launched in October 2024. Its founders, Mark Swan, Philipp Burda and Ivan Chalov, previously worked at Revolut.
Source: TokenPost





