Nest Wealth Revenue and Competitors

Toronto, ON CAN

Location

$55.9M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Nest Wealth's estimated annual revenue is currently $12.2M per year.(i)
  • Nest Wealth's estimated revenue per employee is $130,000
  • Nest Wealth's total funding is $55.9M.

Employee Data

  • Nest Wealth has 94 Employees.(i)
  • Nest Wealth grew their employee count by -10% last year.

Nest Wealth's People

NameTitleEmail/Phone
1
Head Advisor SolutionsReveal Email/Phone
2
Head Enterprise SalesReveal Email/Phone
3
Head SoftwareReveal Email/Phone
4
VP EngineeringReveal Email/Phone
5
VP People and CultureReveal Email/Phone
6
Head Financial ResearchReveal Email/Phone
7
VP EngineeringReveal Email/Phone
8
Director Customer Success & SupportReveal Email/Phone
9
Director Product ManagementReveal Email/Phone
10
Director Professional ServicesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$202.1M1087-1%$900.4M$4B
Add Company

What Is Nest Wealth?

Nest Wealth is Canada's 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 $20 per month and are capped at $80 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 Pro's 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.

keywords:N/A

$55.9M

Total Funding

94

Number of Employees

$12.2M

Revenue (est)

-10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Nest Wealth News

2022-04-20 - Grow Your Money in 2022: All the Investment Tips Experts Wish You Knew

Investing is a great way to build your wealth, but with so many ... For most of us, a major investment goal is building a nest egg for...

2022-04-20 - Fidelity To Offer Bitcoin In 401(K) Plans – Forbes Advisor

Some regulators and wealth management professionals, however, ... to allocate up to a maximum of 20% of their nest eggs to Bitcoin.

2022-04-19 - Street photographer uses NFTs to share the wealth with ...

"It's my little nest egg. My robin's egg," said Donald Heller. When the series of three photographs was finally released, Julien Heller was...

2020-07-07 - Nest Wealth receives close to $50 million in new deal with National Bank

Toronto-based digital wealth management platform startup Nest Wealth has received a new investment with an approximate value of $50 million from National Bank, through its corporate venture capital arm, NAventures. “Partnerships between established financial institutions and agile FinTech firms ...

2019-09-09 - Is Rs 1 crore enough to retire? Here are 3 investment plans to ...

Even if one has saved diligently throughout one's working life and accumulated a sizeable nest egg, it may not be able to generate enough to ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M94-37%N/A
#2
$15.5M9438%N/A
#3
$25.4M947%N/A
#4
$13.6M9413%N/A
#5
$15.3M948%N/A