Nest Wealth Details

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 service...
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.
Employees
HQ
+1 647-725-2559
Location
Toronto, Ontario
Revenue
$4M

Technologies

Domain Name Services
Email Delivery
Email Providers
Marketing Automation

Notable Alumni

Emilie Grant
Bilingual Copyright Administrator
CMEC
Marium Askri
Full Stack Engineer
MindBeacon
Ali Merali
Account Executive - Financial Services
Salesforce
David Briand
Chief Technology Officer
Arctiq
Olga Gurska
Customer Success Manager - Enterprise Client Service
Morningstar

Employees

Senior Product Manager
Senior Software Engineer
Implementation Developer
Head of Financial Research

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