总部位于纽约的 Nevis 公司为财富管理机构开发 AI 软件，已完成 7000 万美元 B 轮融资，由 EQT Ventures 领投。该公司于周一宣布了这笔融资。
New York-based Nevis, which builds AI software for wealth management firms, has raised $70M in a Series B round led by EQT Ventures. The company announced the funding on Monday.
两家新投资方加入：美国最大券商之一查尔斯·施瓦布，以及由 Revolut 创始人尼克·斯托龙斯基创立的风投基金 QuantumLight。现有投资方红杉资本、ICONIQ 和 Ribbit Capital 也追加了投资。
Two new backers joined: Charles Schwab, one of the largest US brokers, and QuantumLight, the venture fund set up by Revolut founder Nik Storonsky. Existing investors Sequoia Capital, ICONIQ and Ribbit Capital also put in more money.
此轮融资使 Nevis 累计融资额达到 1.1 亿美元。该初创公司于 2025 年 12 月以 4000 万美元融资退出隐身模式，其中包括由红杉领投的 3500 万美元 A 轮融资。
The round brings Nevis’s total funding to $110M. The startup came out of stealth in December 2025 with $40M, which included a $ 35M Series A led by Sequoia.
Nevis 由三位前 Revolut 高管于 2024 年底创立：首席执行官马克·斯旺、首席产品官菲利普·布尔达和首席运营官伊万·查洛夫。
Nevis was founded in late 2024 by three former Revolut executives: chief executive Mark Swan, chief product officer Philipp Burda and chief operating officer Ivan Chalov.
其平台将客户档案、会议记录、财务规划和账户文书整合在一处。AI 智能体随后为财务顾问执行常规任务，如编制规划和开立客户账户。
Its platform combines customer records, meeting notes, financial planning and account paperwork in one place. AI agents then carry out routine tasks for financial advisers, such as preparing plans and opening client accounts.
据公司称，其智能体迄今已处理超过 10 万项此类工作。公司补充说，使用 Nevis 的顾问每周最多可节省 10 小时，并能与潜在客户多举行 30% 的会议。
According to the company, its agents have handled over 100,000 of these jobs so far. It added that advisers using Nevis can save up to 10 hours a week and hold 30% more meetings with potential clients.
Nevis 还表示，其收入今年增长了 25 倍多。同期，通过其平台管理的客户资产从 500 亿美元增至 7000 亿美元，公司目前每月新增约 750 亿美元。客户包括 Focus Financial Partners、IEQ Capital 和 United Capital。
Nevis also said its revenue has grown more than 25 times this year. Over the same period, client assets managed through its platform rose from $50bn to $700bn, and the company now adds about $75bn a month. Customers include Focus Financial Partners, IEQ Capital and United Capital.
斯旺表示：“Nevis 智能体完成工作，让每位顾问都能为每位客户提供全方位服务团队般的白手套级关怀。”
“Nevis agents finish the work, so every advisor can give every client the white-glove attention of a full-service team,” Swan said.
施瓦布的投资正值其对其他 AI 智能体采取强硬立场之际。本月早些时候，施瓦布表示正在阻止包括 Meta 的 Muse 在内的外部智能体转移客户资金。施瓦布顾问服务业务负责人乔恩·比蒂表示，Nevis 交易拓宽了施瓦布为顾问提供的 AI 工具范围。
Schwab’s investment comes as it takes a firm line on other AI agents. Earlier this month, it said it was blocking outside agents, including Meta’s Muse, from moving client money. Jon Beatty, who heads Schwab’s adviser services business, said the Nevis deal widens the range of AI tools Schwab offers advisers.
作为交易的一部分，EQT Ventures 负责人卡罗琳娜·布罗查多将进入 Nevis 董事会。
EQT Ventures’ head, Carolina Brochado, will take a seat on the Nevis board as part of the deal.
Nevis 计划用这笔资金增加更多代理功能、连接更多托管机构和财富管理软件，并为其产品和销售团队招聘人员。
Nevis plans to use the money to add more agent features, connect with more custodians and wealth software, and hire for its product and sales teams.