Nest Wealth
Toronto
About Nest Wealth
Founded in 2014, Nest Wealth has created Canada’s first SaaS-based digital wealth management platform to ensure all investors have access to sophisticated, personalized and transparent wealth management services. Wealth management firms and individual advisors can provide and manage virtually any investment to any investor through any distribution channel with Nest Wealth’s configurable white label practice management tool. For individual investors, Nest Wealth offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier to reach their financial goals. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions, including the National Bank of Canada, to modernize their wealth management platforms.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 501 – 1,000
- Estimated revenue: $10K – $50K
- Total funding: $55.9M
- Funding stage: M&A
- Last round: Series Unknown (Jul 2020)
- Website: nestwealth.com
- Phone: +1 (647) 725-2559
Industries & Categories
Financial Services, FinTech, SaaS, Wealth Management
Social Profiles
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