Nest Wealth
Founded in 2014, Nest Wealth has 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. For individual investors, Nest Wealth offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier to reach their financial goals. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions, including the National Bank of Canada, to modernize their wealth management platforms.
Razor Logic Systems Inc., founded in 2011 and based in St. Albert, Canada, specializes in designing financial planning software solutions for financial advisors. The company's flagship product, RazorPlan, was developed in collaboration with real clients, ensuring its usability in practical planning scenarios. This software allows users to efficiently assess client needs and generate comprehensive financial plans in as little as fifteen minutes, thereby enhancing productivity and effectiveness. Razor Logic Systems was established through a partnership between financial planning expert Dave Faulkner and software engineering specialist Mehmet Baltacioglu, aiming to create user-friendly enterprise systems tailored for the Canadian financial planning market. As of May 2019, Razor Logic Systems operates as a subsidiary of Nest Wealth Asset Management Inc.
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