About Nest Wealth

What does Nest Wealth do?

Nest Wealth is a provider of Canada's first SaaS-based digital wealth management platform for advisors and individual investors, offering Nest Wealth Pro (digital onboarding with CRM integration), Nest Wealth Plus (advisor platform with low-cost passive and actively managed portfolios and paperless onboarding), RazorPlan (financial planning software for Canadian advisors), and Nest Wealth Direct (personalized portfolios with support from portfolio managers).

Who are Nest Wealth's competitors?

Nest Wealth's competitors and similar companies include London House Exchange, Nasdaq Private Market, Capital Pioneers, Correlix, and Linus Digital Finance.

Where is Nest Wealth headquartered?

Nest Wealth is headquartered in Canada.

How many employees does Nest Wealth have?

Nest Wealth has 1,000 employees 🔒.

When was Nest Wealth founded?

Nest Wealth was founded in 2010 🔒.

What sector and industry vertical is Nest Wealth in?

Nest Wealth is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Nest Wealth

Who are the top strategic acquirers in Nest Wealth's sector and industry

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Financial Investors investing in Nest Wealth's sector and industry vertical

Which are the top PE firms investing in Nest Wealth's sector and industry vertical?

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Valuation benchmarks of companies in Nest Wealth's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Nest Wealth?

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Which are the key trading comparable groups for Nest Wealth for public valuation benchmarks?

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What are recent M&A transactions in Nest Wealth's sector and industry vertical?

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What are recent capital raises and funding rounds in Nest Wealth's' sector and industry vertical?

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