Nevis said its AI agents have completed more than 100,000 operational tasks, a usage figure for the wealth-management software firm as it expands with new venture funding.
Nevis raised €62 million (about $70 million) in a Series B led by EQT Ventures, bringing its total funding to €98 million (about $110 million). Charles Schwab and QuantumLight joined as strategic investors, while Sequoia Capital, ICONIQ and Ribbit Capital increased their investments.
The company said its customer firms manage more than €625 billion (about $700 billion) in assets. Founded in 2024, Nevis is headquartered in London and New York and builds AI tools for wealth management. Its software handles paperwork and other routine work for advisory firms, as outlined in an earlier report on Nevis’ tools for financial advisors.