Nest Wealth
Financial ServicesView the employees at
Nest Wealth-
Dave Faulkner Helping financial advisors use planning to deliver more value to more people for over 30 years.
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Top 1%
Stuart Williams Senior Solutions Consultant at Nest Wealth-
New York City Metropolitan Area
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Rising Star
Shreya Singh Applying for BHU and DU-
Mohanlal Ganj, Uttar Pradesh, India
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Rising Star
Vijayaram (Vijay) Nagarajan Senior Software Developer at Nest Wealth-
Top 10%
Dylan Young Head of Advisor Solutions - FinTech-
Mississauga, Ontario, Canada
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Rising Star
Overview
Nest Wealth is Canada's largest independent digital wealth management platform, offering both direct-to-investor solutions through www.nestwealth.com and advanced business-to-business solutions through our Nest Wealth Pro product. The only subscription based investing service in Canada, we charge our clients a low, flat monthly fee and custom-build every portfolio. Account fees are as low as $5 per month and are capped at $150 per month, no matter how large an account grows. Our Nest Wealth Pro product offers wealth management firms a turnkey white label solution. Nest Wealth Pro's digital portfolio management platform provides clients with simple onboarding, transparent reporting, and fully integrated back office and compliance functionality. Learn more about us at www.nestwealth.com.
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