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Nest Wealth
Digital wealth management platform
- 21-100 employees
- B2C
- B2B
- Investing
- Financial Services
- SaaS
- Accounting
- Entertainment District, Toronto, ON
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Company mission
Nest Wealth's mission is to ensure that investors have access to sophisticated, personalized, and transparent wealth management services.
-16% employee growth in 12 months
Our take
Humans are only capable of analyzing so much financial information, and therefore in recent years, many investors have sought out innovative technology to access personalized wealth advice. Portfolio robo-advisors and business process automation tools are commonly used to reduce errors, and operational costs, and increase profits, but these are generally fragmented and not always accessible.
Nest Wealth leverages innovative technology to provide personalized wealth advice and management tools to financial institutions, individual investors, financial advisors, and employers. Through its unified technology-driven approach to digital wealth solutions, the company aims to reduce financial risk, diversify investment portfolios, automate financial processes, and ultimately facilitate its clients to scale their operations.
Whilst Nest Wealth inevitably faces competition from robo-advisors and the plethora of other wealth management services on the market, the company has taken a unique approach by providing its services to individual investors, institutes, and advisors alike, presenting itself with a uniquely broad scope of clients. The company currently prices its services for clients on a bespoke case-by-case basis.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- An employee stock option plan. We believe work means more when you have ownership in what we’re building
- RRSP contribution
- Competitive base salary with results based variable compensation
- Customizable extended health benefits and group savings (RRSP) plan
- Flexible hours. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them
- A yearly education budget for your own professional goals (workshops, courses, conferences, classes, and more)
- We are working remotely and in-office, and it’s up to you to choose what works best!
- When we're in office we do provide: Weekly catered team lunches, a fully stocked fridge, and healthy snacks and fruits for everyone to enjoy!
Company values
- We Inspire & Grow - we are serious about our employees and their personal and professional growth
- We Are Social - we work hard, but we have a lot of fun along the way
Funding (last 2 of 3 rounds)
Jul 2020
$50m
LATE VC
May 2017
$5.8m
EARLY VC
Total funding: $57.3m
Leadership
Randy Cass
(CEO & Portfolio Manager)Co-founder, Vice Chairman & CEO of First Coverage from 2005 to 2011. Experience as President and Portfolio Manager of Orchard Asset Management Inc. from 2003 to 2015.