---
title: "Nevis Lands $70M Series B to Build Out AI Agents for Financial Advisors"
date: 2026-10-26
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6adf8434f8654ac1b11c5c1e8393ae3c&url=https%3a%2f%2fwww.unite.ai%2fnevis-lands-70m-series-b-to-build-out-ai-agents-for-financial-advisors%2f&c=282847820237260508&mkt=en-us
description: "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, ..."
---

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

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, ...

*Published: 2026-10-26*