Tag : head of Schwab Advisor Services

Nevis Raises $70 Million Series B to Grow its AI Operating System for Wealth Management
Finance Investment Services News

Nevis Raises $70 Million Series B to Grow its AI Operating System for Wealth Management

Business Wire
by Business Wire0
Led by EQT Ventures, alongside Schwab, QuantumLight, and all returning investors, as assets on the platform grow from $50 billion to $700 billion in 2026 Nevis, the AI operating system for wealth management, announced its $70 million Series B led by EQT Ventures, bringing total funding to $110 million in......
Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors
Finance Investments News

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors

Business Wire
by Business Wire0
Key Takeaways: Schwab Advisor Services™ is the first RIA custodian included in Anthropic’s new Claude for Financial Advisors The new offer brings together connectors and skills to help advisors with research, prep and analysis and is compatible with the tools they already use RIAs will access Schwab Advisor Center® from......
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