Founded in 2014 and part of Objectway Group from January 2024, Nest Wealth began by creating Canada’s first Software as a Service (SaaS) digital wealth management platform, with the goal of increasing investor access to sophisticated wealth management advice.

Over time, 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.