NEST WEALTH

nest-wealth-logo

Founded in 2014, Nest Wealth has created Canadaโ€™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 Wealthโ€™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.

#SimilarOrganizations #People #Financial #Website #More

NEST WEALTH

Social Links:

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:
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

carpay-logo

Carpay

Lending enablement platform for BHPH

moka-logo

Moka

Moka (previously Mylo) is Canadaโ€™s #1 saving and investing app.

Current Employees Featured

randy-cass_image

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

mark-keating_image

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

naventures_image

NAventures

NAventures investment in Venture Round - Nest Wealth

national-bank-of-canada_image

National Bank of Canada

National Bank of Canada investment in Corporate Round - Nest Wealth

metroland-media_image

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

Loading ...

More informations about "Nest Wealth" on Search Engine