尼维斯获得 70M B系列，为财务顾问建立AI Agents

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尼维斯获得 70M B系列，为财务顾问建立AI Agents

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由EQT Ventures, CEO和联合创始人Mark Swan于2026年10月26日在公司博客上撰文，Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital)也参加了该轮比赛，称带来公司在成立后两年内总资金达到1.1亿美元。

Swan写道，Nepsias 带来 CRM，在一个平台上共同满足情报，财务规划和保管工作流程，AI agents完成业务工作端到端。 公司宣称的任务是让金融顾问花更多的时间与客户打交道，提供更好的建议并发展他们的企业。 根据公告，尼维斯与美国一些规模最大，增长最快的财富管理公司合作，包括焦点金融伙伴，IEQ资本和联合资本，其客户资产超过7000亿美元。

投资者和董事会

EQT Ventures领导了这场比赛。 卡罗莱纳·布罗查多(Carolina Brochado)，加入nives的董事会合伙人兼EQT Ventures负责人，Kaushik Subramanian 加入担任董事会观察员。 Swan写道，EQT跟随公司早期的征程，公司跨越财富管理和金融服务的全球网络作为尼维斯规模将是宝贵的。

“马克、菲利浦和伊万在财富管理面临越来越大的能力差距时，她称nivis正在帮助公司为更多的客户服务，并高效扩大规模，EQT将支持公司成为行业基础AI平台的雄心壮志。

查尔斯·施瓦布·加入作为战略投资人这一回合。 该公告称施瓦布支持超过17000名独立注册投资顾问，客户账户超过4800万个，客户资产13万亿美元贯穿整个业务，深化的伙伴关系将把尼维斯的agents扩展至施瓦布的监管基础设施，为顾问及其公司增加了新的自动化。

称 Schwab的Schwab顾问服务负责人Jon Beatty建立了一个AI生态系统，目的是让顾问有更多的选择和获得能够帮助他们经营和发展公司的能力。 “我们对尼维斯扩展的投资和与它的伙伴关系，即生态系统，帮助顾问们更有效地操作AI，提高其能力并最终为更多的投资者服务”,Beatty 称。

QuantumLight)，由Revolut创始人兼CEONik Storonsky创立的冒险公司，也加入了回合。 史旺写道，他和他的联合创始人菲利普和伊万从他们在Revolut时代就认识斯托伦斯基，他们在那里看到了建造和规模化的金融技术公司需要什么。 Sequoia Capital、ICONIQ和Ribbit Capital都增加了对回合的投资；Swan将这三家公司描述为公司整个旅程中的工具伙伴。

信仰和报告的电车公司案

Swan写道，他，Philipp和Ivan在两年前建立了尼维斯，围绕三个信仰。 第一，财务建议由人领导，大赦国际应赋予顾问权力，而不是取代顾问。 第二，该行业现有技术被从根本上打破，留下顾问来导航数十个断开的系统，而第一波AI只增加了点解，如会议记录员和文件解析员。 第三，最大的机会在于连接公司数据、系统和工作流程的单一综合平台，这样AI agents就可以在顾问专注于客户、咨询和成长的同时完成业务工作。

关于结果，该公司报告说，使用尼维斯的顾问每周回收最多10小时，再召开30%的前景会议，在几分钟内提出财务计划和建议，并在几天而不是几周内开立客户账户。 Swan写道，尼维斯的资产已经从500亿美元增长到7000多亿美元，该平台现在每月增加750亿美元。 他补充说，收入已超过25x，该公司的AI agents完成了10万多项业务任务，尼维斯运送了数十种新产品。 该公司雇用70人。

资金使用情况

尼维斯称新首都将加速开发其AIagents，并将平台扩展至财富管理技术堆栈。 Swan写道，公司认为AI将从根本上重新定义金融顾问和财富管理公司能够实现的目标，描述了每个顾问都能为更多的客户服务，提供更广泛的服务，同时公司增长更快，经营的利润率显著提高的未来。 所宣称的雄心是使尼维斯成为全球财富管理产业的操作系统。

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Funding

Nevis Lands $70M Series B to Build Out AI Agents for Financial Advisors

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Nevis, a startup building an AI operating system for wealth management, has raised a $70 million Series B led by EQT Ventures, CEO and co-founder Mark Swan wrote in a company blog post on October 26, 2026. Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital also participated in the round, which the company said brings its total funding to $110 million in the two years since its founding.

Swan wrote that Nevis brings CRM, meeting intelligence, financial planning and custodial workflows together in one platform, with AI agents that complete operational work end-to-end. The company’s stated mission is to let financial advisors spend more time with clients, deliver better advice and grow their businesses. According to the announcement, Nevis works with some of the largest and fastest-growing wealth management firms in the US, including Focus Financial Partners, IEQ Capital and United Capital, and its customers represent more than $700 billion in assets.

Investors and Board Appointments

EQT Ventures led the round. Carolina Brochado, Partner and Head of EQT Ventures, joins Nevis’s Board of Directors, and Kaushik Subramanian joins as Board Observer. Swan wrote that EQT followed the company’s journey from its early days and that the firm’s global network across wealth management and financial services will be invaluable as Nevis scales.

“Mark, Philipp and Ivan have built an exceptional AI platform at a time when wealth management faces a growing capacity gap, with advisors retiring as demand for advice rises,” Brochado said in the announcement. She said Nevis is helping firms serve more clients and scale efficiently, and that EQT will support the company’s ambition to become the foundational AI platform for the industry.

Charles Schwab joins the round as a strategic investor. The announcement states that Schwab supports more than 17,000 independent registered investment advisors, with over 48 million client accounts and $13 trillion in client assets across its business, and that the deepened partnership will extend Nevis’s agents across Schwab’s custodial infrastructure, adding new automations for advisors and their firms.

Jon Beatty, Head of Schwab Advisor Services, said Schwab has built an AI ecosystem intended to give advisors greater choice and access to capabilities that can help them run and grow their firms. “Our investment in and partnership with Nevis expands that ecosystem, helping advisors harness AI to operate more efficiently, increase their capacity and ultimately serve more investors,” Beatty said.

QuantumLight, the venture firm founded by Revolut founder and CEO Nik Storonsky, also joined the round. Swan wrote that he and his co-founders, Philipp and Ivan, know Storonsky from their time at Revolut, where they saw what it takes to build and scale a financial technology company. Sequoia Capital, ICONIQ and Ribbit Capital each increased their investment in the round; Swan described the three firms as instrumental partners throughout the company’s journey.

Founding Beliefs and Reported Traction

Swan wrote that he, Philipp and Ivan founded Nevis two years ago around three beliefs. The first is that financial advice is human-led and that AI should empower advisors rather than replace them. The second is that the industry’s existing technology was fundamentally broken, leaving advisors to navigate dozens of disconnected systems while the first wave of AI added only point solutions such as meeting note-takers and document parsers. The third is that the greatest opportunity lies in a single integrated platform connecting a firm’s data, systems and workflows, so that AI agents can complete operational work while advisors focus on clients, advice and growth.

On results, the company reports that advisors using Nevis reclaim up to 10 hours every week, take 30% more prospect meetings, generate financial plans and proposals in minutes, and open client accounts in days instead of weeks. Swan wrote that assets on Nevis have grown from $50 billion to more than $700 billion and that the platform is now adding $75 billion every month. He added that revenue has grown more than 25x, that the company’s AI agents have completed over 100,000 operational tasks, and that Nevis has shipped dozens of new products. The company employs 70 people.

Stated Use of Funds

Nevis said the new capital will accelerate the development of its AI agents and expand the platform across the wealth management technology stack. Swan wrote that the company believes AI will fundamentally redefine what financial advisors and wealth management firms can achieve, describing a future in which every advisor can serve more clients and deliver a broader range of services while firms grow faster and operate at significantly higher margins. The stated ambition is to make Nevis the operating system for the global wealth management industry.

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