Nest Wealth
Nest Wealth, founded in 2014 and part of the Objectway Group since January 2024, provides digital wealth solutions for onboarding, account opening, and financial planning. Its clients include major Canadian banks, and it offers a range of products including Nest Wealth Pro, Nest Wealth Plus, Nest Wealth RazorPlan, and Nest Wealth Direct.
Company History
Nest Wealth was founded in 2014 to provide digital wealth solutions. In January 2024, the company became part of the Objectway Group, a leading fintech company headquartered in Milan, Italy. Nest Wealth celebrated its 10th anniversary in 2024, marking a decade of innovation in the financial technology sector.
Digital Wealth Solutions
Nest Wealth offers a range of digital wealth solutions designed to meet various financial needs, including onboarding, account opening, and financial planning. Their client base includes half of Canada's largest six banks and the National Bank of Canada. The solutions provided are known for being automated, low-fee, and transparent, making them accessible and efficient for direct-to-investor wealth management.
Products
Nest Wealth provides several digital tools and solutions for wealth management: Nest Wealth Pro, a digital onboarding solution that integrates with CRM systems; Nest Wealth Plus, which supports financial advisors with digital tools and ETF portfolios; Nest Wealth RazorPlan, financial planning software that simplifies complex financial planning processes; and Nest Wealth Direct, offering personalized portfolios with the lowest portfolio management fees in Canada. Additionally, Nest Wealth Pro for Salesforce is available on the Salesforce AppExchange.
Client Partnerships
Nest Wealth boasts partnerships with well-established financial institutions across North America. Their client roster includes half of Canada's largest six banks as well as the National Bank of Canada. These partnerships highlight the trust and reliability that major institutions place in Nest Wealth's digital solutions.
Industry Engagement
Nest Wealth actively participates in key industry events and conferences. In 2024, the company took part in the 22nd Annual National Financial Planning Conference, reflecting its ongoing commitment to staying engaged with industry developments. Additionally, Nest Wealth sponsors the T3 Technology Conference, further demonstrating its involvement and influence within the financial technology sector.