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.

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NEST WEALTH

Social Links:

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Industry:

Financial Services FinTech SaaS Wealth Management

Founded:

2014-01-01

Address:

Toronto, Ontario, Canada

Country:

Canada

Website Url:

http://www.nestwealth.com

Total Employee:

51+

Status:

Active

Contact:

+1 (647) 725-2559

Email Addresses:

[email protected]

Total Funding:

55.95 M USD

Technology used in webpage:

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Current Employees Featured

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Randy Cass
Randy Cass Founder, CEO, Portfolio Manager @ Nest Wealth
Founder, CEO, Portfolio Manager
2014-01-01

david-briand_image

David Briand
David Briand Head of Software @ Nest Wealth
Head of Software
2015-01-01

jenny-do-forno_image

Jenny do Forno
Jenny do Forno Head of Customer Experience @ Nest Wealth
Head of Customer Experience
2015-01-01

craig-neable_image

Craig Neable
Craig Neable Head of Operations @ Nest Wealth
Head of Operations
2015-01-01

not_available_image

Adam Bullied
Adam Bullied Head of Product @ Nest Wealth
Head of Product
2019-01-01

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Mark Keating
Mark Keating Head of Marketing @ Nest Wealth
Head of Marketing
2019-01-01

Founder

randy-cass_image

Randy Cass

Acquisitions List

Date	Company	Article	Price
2019-05-15	Razor Logic Systems	Razor Logic Systems acquired by Nest Wealth	N/A

Investors List

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Official Site Inspections

http://www.nestwealth.com Semrush global rank: 2.57 M Semrush visits lastest month: 6.85 K

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