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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Focus Financial Partners

In network coverage since September 15, 2026 · 16+ stories
10Deals on our tracker
Deal recordFull tracker →
Oct 20, 26Deal announcedNevis — coverage
Oct 20, 26Fund launch — coverage
Oct 18, 26Deal announcedNevis — coverage
Oct 18, 26Deal announcedNevis — coverage
Oct 15, 26Deal announcedNevis — coverage
Oct 14, 26Deal announcedNevis — coverage
Oct 14, 26Deal announcedNevis — coverage
Sep 9, 26Deal closedRockefeller · Luminary · BNY · Ten Coves Capital · 8VC · Fin Capital — coverage
Sep 9, 26Deal closedRockefeller · Luminary · BNY — coverage
Sep 9, 26Deal closedRockefeller · Luminary · BNY · Ten Coves Capital · 8VC · Fin Capital — coverage
Network coverage
Practice management

Nevis raises $70M Series B with Schwab and EQT backing

Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
M&A · Oct 22Deal lawyer Corey Kupfer predicts an RIA IPO within two years
Practice management · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs
M&A · Oct 22Focus Financial Partners hires Nevis to unify data across its 90 RIAs
Practice management · Oct 21Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout
The Close · Oct 21Focus Financial Partners adds Nevis AI platform; Modera launches Mira
RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump
Practice management · Oct 20Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening
RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening
Practice management · Oct 16Docupace launches Next 1.0; Focus Financial names Nevis its AI platform
Products & portfolios · Oct 12MassMutual makes Flourish Cash available to its advisor network
RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer
Features · Sep 18The $83 trillion transfer is now a family-governance trade
Family Office · Sep 17Brunson's family office runs the family and the business
The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand
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