Nest Wealth

HQ Address

210 King Street West, Unit 510, Toronto, Ontario M5V 1L7, Canada

Website Address

www.nestwealth.com

Connect with Nest Wealth
Business introduction

Digital Wealth Solutions for Everyone

Nest Wealth makes it easy for you to obtain sophisticated wealth management focused on your long-term goals without high fees, large minimums or lack of transparency

Founded in 2014, Nest Wealth created Canada’s first Software as a Service (SaaS) based digital wealth management platform with the goal of increasing investor access to sophisticated wealth management advice. Nest Wealth’s digital wealth solutions also empower wealth management firms and individual advisors to provide and manage virtually any investment for any investor through any distribution channel. Today, Nest Wealth’s digital solutions are used by well-established financial institutions across North America, including the National Bank of Canada, to deliver superior investment experiences to clients. Nest Wealth also offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier for thousands of Canadians to reach their financial goals.

Nest Wealth Solutions

Nest Wealth Pro

Nest Wealth Pro is an innovative digital platform that provides you with everything you need to efficiently manage your practice, including: Digital onboarding and intuitive dashboards Completely customizable and is agnostic to product or portfolio solutions Designed to fit your current set up (custody assets with your current custodian, if you choose!) Give your clients a unique branded experience Tools......

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