Nest Wealth

Nest Wealth, founded in 2014, has established itself as Canada's first SaaS-based digital wealth management platform. It aims to provide all investors with access to sophisticated and personalized wealth management services. The platform serves both wealth management firms and individual advisors, enabling them to manage a wide range of investments across various distribution channels through its configurable white label practice management tool. For individual investors, Nest Wealth offers an automated and low-fee wealth management solution that emphasizes transparency and facilitates the achievement of financial goals. The platform is favored by several major wealth management firms and financial institutions in Canada, including the National Bank of Canada, which utilize it to modernize their wealth management offerings. In addition to direct-to-investor services, Nest Wealth's technology includes features that support efficient onboarding, transparent reporting, and integrated back-office compliance, helping financial institutions lower operational costs while allowing individual investors to minimize transaction expenses.