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Private Wealth Daily
wealthtech vendor

Nevis

See the full tech profile in the PWD Tech Directory →
Hiring · 7 open roles →
In network coverage since September 23, 2026 · 6 stories
8Deals on our tracker

Nevis on Watch & Listen

Videos and podcastsAll of Watch & Listen
Deal recordFull tracker →
Oct 25, 26Deal announcedCharles Schwab · EQT Ventures — coverage
Oct 25, 26Deal announcedSchwab — 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

Schwab adds Claude and Ester to Advisor Center tools

Ester is free until February, with a paid version adding client-level data permissions planned for the first quarter of 2027.
RIA · Nov 1Schwab ends paper forms for RIAs, requiring Docusign from Nov. 2
Practice management · Oct 31Envestnet puts $35 million into Tamarac
Practice management · Oct 26Nevis raises $70M Series B with Schwab and EQT backing
RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening
RIA · Sep 23A software vendor admits the software slice is too thin
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