NestEgg Wealth Overview

  • Year Founded
  • 2010

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 10

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

NestEgg Wealth General Information

Description

provider of online wealth management services. The company operates a platform and provides services such as online wealth management, financial planning, investment portfolio tracking and asset allocation services.

Contact Information

Website
www.nesteggwealth.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 330 Madison Avenue
  • 9th Floor
  • New York, NY 10017
  • United States
Primary Industry
Other Capital Markets/Institutions
Acquirer
AdvisorEngine
Corporate Office
  • 330 Madison Avenue
  • 9th Floor
  • New York, NY 10017
  • United States

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NestEgg Wealth Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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NestEgg Wealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
provider of online wealth management services. The company operates a platform and provides services such as online weal
Other Capital Markets/Institutions
New York, NY
10 As of 2014

Novato, CA
 

Radnor, PA
 
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NestEgg Wealth Competitors (2)

One of NestEgg Wealth’s 2 competitors is Hennessy Advisors, a Corporation company based in Novato, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hennessy Advisors Corporation Novato, CA
eMoney Advisor Corporate Backed or Acquired Radnor, PA
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NestEgg Wealth Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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NestEgg Wealth FAQs

  • When was NestEgg Wealth founded?

    NestEgg Wealth was founded in 2010.

  • Where is NestEgg Wealth headquartered?

    NestEgg Wealth is headquartered in New York, NY.

  • What is the size of NestEgg Wealth?

    NestEgg Wealth has 10 total employees.

  • What industry is NestEgg Wealth in?

    NestEgg Wealth’s primary industry is Other Capital Markets/Institutions.

  • Is NestEgg Wealth a private or public company?

    NestEgg Wealth is a Private company.

  • What is NestEgg Wealth’s current revenue?

    The current revenue for NestEgg Wealth is .

  • Who are NestEgg Wealth’s competitors?

    Hennessy Advisors and eMoney Advisor are competitors of NestEgg Wealth.

  • When was NestEgg Wealth acquired?

    NestEgg Wealth was acquired on 18-Dec-2014.

  • Who acquired NestEgg Wealth?

    NestEgg Wealth was acquired by AdvisorEngine.

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