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Private Wealth Daily
wealthtech vendor

Nevis

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In network coverage since September 23, 2026 · 9 stories
7Deals on our tracker
Deal recordFull tracker →
Oct 25, 26Deal announcedCharles Schwab · EQT Ventures — coverage
Oct 20, 26Deal announcedFocus Financial Partners — coverage
Oct 18, 26Deal announcedFocus Financial Partners — coverage
Oct 18, 26Deal announcedFocus Financial Partners — coverage
Oct 15, 26Deal announcedFocus Financial Partners — coverage
Oct 14, 26Deal announcedFocus Financial Partners — coverage
Oct 14, 26Deal announcedFocus Financial Partners — 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.
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
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
RIA · Sep 23A software vendor admits the software slice is too thin
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