Nest Wealth

📍 Toronto, Canada🗓 Founded 2014👥 68 employees💰 Last funded Aug 2021
Nest Wealth is Canadas largest independent digital wealth management platform, offering both direct-to-investor solutions through www.nestwealth.com and advanced business-to-business solutions through our Nest Wealth Pro product. The only subscription based investing service in Canada, we charge our clients a low, flat monthly fee and custom-build every portfolio. Account fees are as low as $5 per month and are capped at $150 per month, no matter how large an account grows. Our Nest Wealth Pro product offers wealth management firms a turnkey white label solution. Nest Wealth Pros digital portfolio management platform provides clients with simple onboarding, transparent reporting, and fully integrated back office and compliance functionality. Learn more about us at www.nestwealth.com.
1
Total investors
0
Early stage
0
Mid stage
1
Late stage
2014
Founded
Investor geography1 country
Canada
1
Frequently asked questions
Who invested in Nest Wealth?
Nest Wealth has 1 investors on record on gritt.io and 1 late-stage investors.
When did Nest Wealth last raise funding?
The most recent investment in Nest Wealth recorded on gritt.io was in August 2021.
When was Nest Wealth founded?
Nest Wealth was founded in 2014.
What industry is Nest Wealth in?
Nest Wealth operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Nest Wealth based?
Nest Wealth is headquartered in Toronto, Canada.