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Nest Wealth logo

Nest Wealth

Recent Finacing

Equity

Recent Raise

$50M

Nest Wealth is a digital wealth management platform that provides robo-advisor technology to financial advisors and firms, offering digital onboarding, KYC/risk profiling, automated ETF portfolio construction, monitoring and rebalancing.

Founded 2014
Ontario, Canada
501-1K
Private
nestwealth.com

Highlights

Focus Areas

Financial Services
FinTech
SaaS
Wealth Management

Recent Investors

National Bank Holdings Corporation logo
Metroland Media Group logo

Financials

$50M

Valuation as of 07/07/2020

$51.5M

Total Raised

2

Funding rounds

2

Investors


Team

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See the team members at Nest Wealth.