Nest Wealth

Nest Wealth

  • Founded in 2014
  • 51-200 Employees
  • $50M Venture Round on 2020-07

Careers at Nest Wealth


About Nest Wealth

Nest Wealth is a company that specializes in digital wealth management solutions, providing a comprehensive suite of tools for financial advisors, financial institutions, and individual investors. They offer solutions like the Digital Wealth Ecosystem, which includes client onboarding, portfolio management, and financial planning with their software RazorPlan. Nest Wealth focuses on leveraging technology to simplify and improve the financial planning and investment management process, all while offering high-tech features that are user-friendly. They are part of the Objectway Group and strive to innovate within the fintech industry to provide efficient and customized financial services.