Nest Wealth

Financial Software · Canada · 51-200 Employees

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Overview

Headquarters

214 King St West Ste 510, Toronto, Ontar...

Phone Number

(647) 725-2559

Revenue

$16.6 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
2
3
2
2
1
1

About Nest Wealth

Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure all investors have access to sophisticated, personalized and transparent wealth management services. Wealth management firms and individual advisors can provide and manage virtually any investment to any investor through any distribution channel with Nest Wealth's configurable white label practice management tool. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions to modernize their wealth management platforms.Explore more
Nest Wealth's Social MediaPopular SearchesNest Wealth IncNest WealthNest Wealth Asset Management IncWealth NestNestwealthSIC Code 73,737NAICS Code 51,513Show more

Nest Wealth Org Chart

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TL
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Vice President, Engineering

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AS
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Vice President, People & Culture

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DW
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Manager, Engineering

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Portfolio Manager

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Manager, Engineering

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nest Wealth

$16.6M
51-200
Private
-
2014
TL
Tom LamphierVice President, Engineering
$113.4M
51-200
Private
-
2004
Catherine Milum, President & Chief Executive Officer at iA Clarington
Catherine MilumPresident & CEO
$34.5M
11-50
Private
$5.5M
2014
DD
David DyckVice President, Wealth Management
$18.4M
51-200
Private
-
2003
KS
Karam SananRegional Director, Wholesaler
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
$6.8M
11-50
Private
-
2008
Sheila Chutskoff, Chief Executive Officer & Co-Founder at Oranj Fitness
Sheila ChutskoffCEO & Co-Founder
$5.8M
11-50
Private
-
2016
PB
Peter BaileyVice President, Engineering
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Nest Wealth is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Nest Wealth is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Nest Wealth.

Nest Wealth Tech Stack

A closer look at the technologies used by Nest Wealth

Most Recent Scoops

Open Position
Open Position
Mergers & Acquisitions (M&A)
Open Position
Award
Award, Employee Relations
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Nest Wealth News & Media

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Top Financial Software Companies

Frequently Asked Questions Regarding Nest Wealth

What is Nest Wealth's official website?
Nest Wealth's official website is www.nestwealth.com
What is Nest Wealth's Revenue?
Nest Wealth's revenue is $16.6 Million
What is Nest Wealth's SIC code?
Nest Wealth's SIC: 73,737
What is Nest Wealth's NAICS code?
Nest Wealth's NAICS: 51,513
How many employees does Nest Wealth have?
Nest Wealth has 51-200 employees
What industry does Nest Wealth belong to?
Nest Wealth is in the industry of: Financial Software, Software
What is Nest Wealth competition?
Nest Wealth top competitors include: CI Direct Investing, Oranj Fitness, Tread, Renaissance Investments
What companies has Nest Wealth acquired?
Nest Wealth has acquired the companies: Nest Wealth, RazorPlan, Die Software Peter Fitzon, eXimius
What technology does Nest Wealth use?
Some of the popular technologies that Nest Wealth uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Nest Wealth?
Nest Wealth contact info: Phone number: (647) 725-2559 Website: www.nestwealth.com
What does Nest Wealth do?

Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure all investors have access to sophisticated, personalized and transparent wealth management services. Wealth management firms and individual advisors can provide and manage virtually any investment to any investor through any distribution chan... nel with Nest Wealth's configurable white label practice management tool. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions to modernize their wealth management platforms.Read More

What are Nest Wealth social media links?
Nest Wealth Linkedin page Nest Wealth Twitter page Nest Wealth Facebook page
Is Nest Wealth a public company?
Nest Wealth is private company therefore does not currently have an official ticker symbol
See more information about Nest Wealth

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