1 December 2025

Nevis, which develops AI agents to automate wealth advisers' grunt work, raised a $35M Series A from Sequoia and others at a $200M valuation, after a $5M seed (Biz Carson/Bloomberg)

Biz Carson / Bloomberg:
Nevis, which develops AI agents to automate wealth advisers' grunt work, raised a $35M Series A from Sequoia and others at a $200M valuation, after a $5M seed  —  Many companies are trying to replace wealth advisers with artificial intelligence, but Mark Swan's bet is that humans are here to stay.

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