Nest Wealth
Digital wealth management platform
- 21-100 employees
- B2C
- B2B
- Investing
- Financial Services
- SaaS
- Accounting
- West Queen West, Toronto, ON
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Company mission
To change the way Canadians invest.
-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.
Now , as the leading Canadian provider of digital wealth solutions, Nest is entering a new chapter. It was recently acquired by global fintech player Objectway, setting the stage for even bigger things ahead. With Objectway's backing, Nest will bring its smart onboarding and financial planning tools to more clients across North America (and even expand into Europe). It's a big move that keeps Nest's momentum going while opening up new doors for growth.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Health care benefits
- Employee stock options
- Professional development
- Education support
Funding (last 2 of 3 rounds)
Jul 2020
$50m
LATE VC
May 2017
$6.5m
EARLY VC