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.
NEST WEALTH
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
Total Funding:
55.95 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics
Similar Organizations
Current Employees Featured
Randy Cass Founder, CEO, Portfolio Manager @ Nest Wealth
Founder, CEO, Portfolio Manager
2014-01-01
David Briand Head of Software @ Nest Wealth
Head of Software
2015-01-01
Jenny do Forno Head of Customer Experience @ Nest Wealth
Head of Customer Experience
2015-01-01
Craig Neable Head of Operations @ Nest Wealth
Head of Operations
2015-01-01
Adam Bullied Head of Product @ Nest Wealth
Head of Product
2019-01-01
Mark Keating Head of Marketing @ Nest Wealth
Head of Marketing
2019-01-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-05-15 | Razor Logic Systems | Razor Logic Systems acquired by Nest Wealth | N/A |
Investors List
NAventures
NAventures investment in Venture Round - Nest Wealth
National Bank of Canada
National Bank of Canada investment in Corporate Round - Nest Wealth
Metroland Media Group
Metroland Media Group investment in Seed Round - Nest Wealth
Official Site Inspections
http://www.nestwealth.com Semrush global rank: 2.57 M Semrush visits lastest month: 6.85 K
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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