NestWise is a service and brand developed by LPL Financial, one of the largest independent broker-dealers in the United States. It offers a hybrid approach to financial planning, combining online tools for goal-setting, budgeting, and financial organization with access to a dedicated human financial advisor. The platform is designed to make professional financial guidance more accessible, particularly for those beginning to build wealth, by providing a structured, technology-driven experience for creating and managing a personalized financial plan.

Founded in

United States