Nest Wealth Overview
- Year Founded
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2014
- Status
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Acquired/Merged
- Employees
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67
- Latest Deal Type
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M&A
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(Operating Subsidiary)
Corporate Office
- 214 King Street West
- Suite 510
- Toronto, Ontario M5H 3S6
- Canada
Corporate Office
- 214 King Street West
- Suite 510
- Toronto, Ontario M5H 3S6
- Canada
Nest Wealth Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Merger/Acquisition | 22-Jan-2024 | Completed | Generating Revenue | |||
| 3. Later Stage VC | 07-Jul-2020 | Completed | Generating Revenue | |||
| 2. Corporate | 21-Apr-2017 | $4.49M | $5.66M | Completed | Generating Revenue | |
| 1. Corporate | 04-Aug-2015 | $1.17M | $1.17M | Completed | Generating Revenue |
Nest Wealth Comparisons
Industry
Financing
Details
Nest Wealth Competitors (55)
One of Nest Wealth’s 55 competitors is Orion Advisor Solutions, a Private Equity-Backed company based in Omaha, NE.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Private Equity-Backed | Omaha, NE | ||||
| AdvisorEngine | Private Equity-Backed | New York, NY | ||||
| Wealthfront | Venture Capital-Backed | Palo Alto, CA | ||||
| Addepar | Venture Capital-Backed | Mountain View, CA | ||||
| InvestEdge | Private Equity-Backed | Canonsburg, PA |
Nest Wealth Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Nest Wealth Patents
Nest Wealth Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20200380202-A1 | Systems and methods of electronic form management | Inactive | 27-May-2019 | ||
| CA-3081671-A1 | Systems and methods of electronic form management | Pending | 27-May-2019 |
Nest Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Nest Wealth Former Investors (3)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Metroland Media Group | Corporation | Minority | ||
| NAVentures | Corporate Venture Capital | Minority | ||
| National Bank of Canada | Corporation | Minority |
Nest Wealth Acquisitions (1)
Nest Wealth’s most recent deal was a Merger/Acquisition with Razor Logic Systems. The deal was made on 15-May-2019.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Razor Logic Systems | 15-May-2019 | Merger/Acquisition | Financial Software |
Nest Wealth Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Razor Logic Systems | Financial Software | Toronto, Canada |
Nest Wealth FAQs
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When was Nest Wealth founded?
Nest Wealth was founded in 2014.
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Where is Nest Wealth headquartered?
Nest Wealth is headquartered in Toronto, Canada.
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What is the size of Nest Wealth?
Nest Wealth has 67 total employees.
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What industry is Nest Wealth in?
Nest Wealth’s primary industry is Financial Software.
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Is Nest Wealth a private or public company?
Nest Wealth is a Private company.
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What is Nest Wealth’s current revenue?
The current revenue for Nest Wealth is .
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How much funding has Nest Wealth raised over time?
Nest Wealth has raised $5.66M.
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Who are Nest Wealth’s investors?
Metroland Media Group, NAVentures, and National Bank of Canada have invested in Nest Wealth.
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Who are Nest Wealth’s competitors?
Orion Advisor Solutions, AdvisorEngine, Wealthfront, Addepar, and InvestEdge are some of the 55 competitors of Nest Wealth.
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When was Nest Wealth acquired?
Nest Wealth was acquired on 22-Jan-2024.
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Who acquired Nest Wealth?
Nest Wealth was acquired by Objectway.
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