PP
Pratik Patel
View Pratik's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Implementation Manager
Sep 2017 - 2018 · 4 months
Project Lead
Jan 2017 - Present · 7 years and 11 months
Project And Design Lead
2013 - 2017 · 4 years
Company Details
51-200 Employees
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
LinkedinFacebookTwitter
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
Discover More About Cleveland Clinic

Find verified contacts of Pratik Patel in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.