Nest Wealth Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 79
Employees
  • Latest Deal Type
  • Later Stage VC
  • Investors
  • 3

Nest Wealth General Information

Description

Operator 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, thereby 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

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Financial Software
Other Financial Services
Primary Office
  • 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
Operator of a digital wealth management platform designed to provide financial advice. The company's platform offers dir
Consulting Services (B2B)
Toronto, Canada
79 As of 2021
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00000 000 00000000000 00000000 (000)
Los Angeles, CA
000 As of 0000
000.00
0000 0000-00-00
00000000000 000.00

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000000000 00000000
Singapore, Singapore
000 As of 0000
000.00
00000000000 000.00
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Nest Wealth Competitors (42)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Altruist Venture Capital-Backed Los Angeles, CA 000 000.00 00000000000 000.00
000000000 Venture Capital-Backed Singapore, Singapore 000 000.00 00000000000 000.00
0000000000 Formerly VC-backed Bala Cynwyd, PA 00 000 000000000000 000
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
You’re viewing 5 of 42 competitors. Get the full list »

Nest Wealth Patents

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 Pending 27-May-2019 0000000000

Nest Wealth Executive Team (3)

Name Title Board Seat Contact Info
Randy Cass Founder, Chief Executive Officer & Portfolio Manager
Jenny do Forno Head of Customer Experience
Craig Neable Head of Product
To view Nest Wealth’s complete executive team members history, request access »

Nest Wealth Board Members (2)

Name Representing Role Since
Ermanno Pascutto Self Board Member 000 0000
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 %ile
-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
00000 00000 0 15-May-2019 0000000000 Financial Software 00000 000
To view Nest Wealth’s complete acquisitions history, request access »

Nest Wealth Subsidiaries (1)

Company Name Industry Location Founded
00000 00000 000000 Financial Software Toronto, Canada 0000
To view Nest Wealth’s complete subsidiaries history, request access »