Nest Wealth Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 68

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 3

Nest Wealth General Information

Description

Developer of a digital wealth management platform designed to provide financial advice. The company's platform offers direct-to-investor wealth management advisory as well as advanced business-to-business technologies and provides clients with simple onboarding, transparent reporting, and fully integrated back-office and compliance functionality, enabling financial institutions to reduce their operational costs and individual investors to reduce transaction costs for their portfolio and reach their financial goals.

Contact Information

Website
www.nestwealth.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 510-214 King Street West
  • Suite 510
  • Toronto, Ontario M5H 3S6
  • Canada
+1 (647) 000-0000

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Nest Wealth Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Later Stage VC 07-Jul-2020 00.000 000.00 Completed Generating Revenue
2. Corporate 21-Apr-2017 00.000 00.000 Completed Generating Revenue
1. Corporate 04-Aug-2015 $1.17M $1.17M Completed Generating Revenue
To view Nest Wealth’s complete valuation and funding history, request access »

Nest Wealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a digital wealth management platform designed to provide financial advice. The company's platform offers di
Financial Software
Toronto, Canada
68 As of 2023
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000000000 00000000
Redwood City, CA
000 As of 0000
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00 0000-00-00
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000000000 00000000
New York, NY
00 As of 0000
000.00
000000000000 000.00
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Nest Wealth Competitors (57)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Personal Capital, an Empower Company Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
00000 0000000 0000 Private Equity-Backed Omaha, NE 0000 00.000 000000000 00.000
00000 Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 00000000000 000.00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
You’re viewing 5 of 57 competitors. Get the full list »

Nest Wealth Patents

  • 2

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 000

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

Nest Wealth Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
CA-3081671-A1 Systems and methods of electronic form management Pending 27-May-2019 0000000000
US-20200380202-A1 Systems and methods of electronic form management Inactive 27-May-2019 0000000000

Nest Wealth Executive Team (5)

Name Title Board Seat Contact Info
Randy Cass Founder, Chief Executive Officer, President & Portfolio Manager
Alejandro Villada Chief Compliance Officer & Associate Portfolio Manager
Denise Willett Chief Revenue Officer
You’re viewing 3 of 5 executive team members. Get the full list »

Nest Wealth Board Members (1)

Name Representing Role Since
Nicholas Thadaney Self Board Member 000 0000
To view Nest Wealth’s complete board members history, request access »

Nest Wealth Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Nest Wealth Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
NAVentures Corporate Venture Capital Minority 000 0000 000000 0
National Bank of Canada Corporation Minority 000 0000 000000 0
Metroland Media Group Corporation Minority 000 0000 000000 0
To view Nest Wealth’s complete investors history, request access »

Nest Wealth Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Razor Logic Systems 15-May-2019 0000000000 Financial Software 00000 000
To view Nest Wealth’s complete acquisitions history, request access »

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Nest Wealth Subsidiaries (1)

Company Name Industry Location Founded
Razor Logic Systems Financial Software Toronto, Canada 0000
To view Nest Wealth’s complete subsidiaries history, request access »