Founded in 2014, Nest Wealth is a Canadian financial technology company focused on making professional wealth management more accessible and affordable. The company operates on two primary fronts: a direct-to-consumer robo-advisor service that offers low-cost, professionally managed investment portfolios to individual investors, and a business-to-business (B2B) platform called Nest Wealth Pro. This B2B solution provides a modern, white-label digital wealth platform for financial institutions, credit unions, and independent advisors, enabling them to offer digital onboarding, account management, and reporting to their own clients.

Founded in

Canada