Nest Wealth

Financial Services, Customer Relationship Management (CRM) Software, Chromatography Software · 51 Employees
Phone Number: careers@nestwealth.com
Email Address: careers@nestwealth.com
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About
Nest Wealth is Canada's largest independent digital wealth management platform, offering both direct-to-investor solutions through www.nestwealth.com and advanced business-to-business solutions through our Nest Wealth Pro product. The only subscription based investing service in Canada, we charge our clients a low, flat monthly fee and custom-build every portfolio. Account fees are as low as $5 per month and are capped at $150 per month, no matter how large an account grows. Our Nest Wealth Pro product offers wealth management firms a turnkey white label solution. Nest Wealth Pro's digital portfolio management platform provides clients with simple onboarding, transparent reporting, and fully integrated back office and compliance functionality. Learn more about us at www.nestwealth.com.
Year Founded
2014
Social Media
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Industry
Financial Services, Customer Relationship Management (CRM) Software, Chromatography Software, Software, Other, Planning Software, Password Software, Financial Software, Electronic Data Interchange (EDI) Software, Asset Management Software
HQ Location
210 King Street West Unit 510 Toronto, Ontario M5V 1L7, CA
Keywords
Financial ServicesWealth ManagementB2B SaaSDigital Wealthand FinTech
Location
  • 210 King Street West Unit 510 Toronto, Ontario M5V 1L7, CA

Email Formats

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FormatExamples
first + last
andywarhol@nestwealth.com
first_initial + last
awarhol@nestwealth.com
first + last_initial
andyw@nestwealth.com
first
andy@nestwealth.com
last
warhol@nestwealth.com
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Financial Services, Customer Relationship Management (CRM) Software, Chromatography Software

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