Tech Company Financing Transactions
Nevis Funding Round
Nevis closed a $70 million Series B funding round on 10/26/2026. Backers included EQT Ventures, Charles Schwab Corporation and ICONIQ Capital.
Transaction Overview
Company Name
Announced On
10/26/2026
Transaction Type
Venture Equity
Amount
$70,000,000
Round
Series B
Investors
Proceeds Purpose
The company intends to use the funds to expand agent capabilities, deepen integrations across the custodian and wealthtech ecosystem, and grow its product and go-to-market teams.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
1111B S Governors Ave 4655
Dover, DE 19904
USA
Dover, DE 19904
USA
Phone
Undisclosed
Website
Email Address
Overview
Nevis is a purpose-built AI platform that helps financial advisors and their teams automate administrative workflows end-to-end.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Mark Swan
Chief Operating Officer
Ivan Chalov
VP - Product Management
Philipp Burda
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