2026-10-26
$70M of new funding is targeting wealth and asset management operations
1 funded company building into wealth and asset management operations. The work in scope is what the Head of Investment Operations owns today.
The funding
Nevis$70MSeries Bannounced 2026-10-26led by EQT Ventures
WealthTech startup Nevis secures €62 million to automate financial advisory workflows with AI →What it means
Capital arriving in a function is a reliable leading indicator. It does not mean the incumbents are wrong, and it does not mean these companies will succeed. It means that within the next few quarters the people who run this work will be asked what their function is doing about it, and the honest answer has to start with where that function actually stands.
So we built the assessment for it. Not a purchase decision, a structured set of questions to take to your own team.
Mastering Wealth and Asset Management Operations
12 modules. 144 chapters. Downloadable templates for every module, and an implementation playbook built for you after enrolment. 30 reviews.
View the course