Dave Faulkner Email

Head Financial Research . Nest Wealth

Current Roles

Employees:
94
Revenue:
$12.2M
About
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.
Nest Wealth Address
210 King Street West
Toronto, ON
CAN
Nest Wealth Email

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