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Nest Wealth
About
Nest Wealth is Canada’s first SaaS-based digital wealth management platform.
- 51 - 100
Highlights
Details
- Last Funding Type
- Corporate Round
- Last Funding Money Raised
- $6M
- Industries
- Financial Services,FinTech,SaaS,Wealth Management
- Founded date
- Jan 1, 2014
- Number Of Employee
- 51 - 100
- Operating Status
- Active
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.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Apr 21, 2017 | Corporate Round | $6M | 1 |
National Bank of Canada
|
— | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
National Bank of Canada
|
Yes | Corporate Round |
