About Nest Egg
Nest Egg is a company based in Conshohocken (United States) founded in 2016 by Arden Miller and Michael Church. It operates as a Professional Services. Nest Egg has raised $4 million across 2 funding rounds from investors including Republic Bank and OceanFirst Bank. The company has 10 employees as of December 31, 2021. Nest Egg offers products and services including Investing 401k - Participant and Investing 401k - Employer. Nest Egg operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Conshohocken, United States
- Employees 10 as on 31 Dec, 2021
- Founders Arden Miller, Michael Church
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Nest Investments Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$4 M (USD)
in 2 rounds
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Latest Funding Round
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Investors
Republic Bank
& 1 more
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Employee Count
10
as on Dec 31, 2021
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Products & Services of Nest Egg
Nest Egg offers a comprehensive portfolio of products and services, including Investing 401k - Participant and Investing 401k - Employer. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
401k investment plans are offered for individual participants.
401k solutions are provided for employers to manage.
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Funding Insights of Nest Egg
Nest Egg has successfully raised a total of $4M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
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First Round
First Round
(12 Oct 2022)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2023 | Amount | Debt – Conventional - Nest Egg | Valuation |
investors |
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| Oct, 2022 | Amount | Series A - Nest Egg | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Nest Egg
Nest Egg has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Republic Bank and OceanFirst Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Commercial bank
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Founded Year | Domain | Location | |
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Republic Bank is recognized for providing banking and financial services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Nest Egg
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Nest Egg
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Nest Egg Comparisons
Competitors of Nest Egg
Nest Egg operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Nest Egg
Frequently Asked Questions about Nest Egg
When was Nest Egg founded?
Nest Egg was founded in 2016 and raised its 1st funding round 6 years after it was founded.
Where is Nest Egg located?
Nest Egg is headquartered in Conshohocken, United States. It is registered at Conshohocken, Pennsylvania, United States.
Who is the current CEO of Nest Egg?
Michael Church is the current CEO of Nest Egg. They have also founded this company.
Is Nest Egg a funded company?
Nest Egg is a funded company, having raised a total of $4M across 2 funding rounds to date. The company's 1st funding round was a Series A of $4M, raised on Oct 12, 2022.
How many employees does Nest Egg have?
As of Dec 31, 2021, the latest employee count at Nest Egg is 10.
What does Nest Egg do?
Financial planning and investment advisory services are offered by Nest Investments LLC. Personalized financial advice is delivered through on-demand live video consultations. Custom-selected portfolios and products from top investment firms are managed professionally. Transparent investment guidance based on clients best interests is prioritized. Solutions for both individual participants and employers in 401k plans are provided.
Who are the top competitors of Nest Egg?
Nest Egg's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Nest Egg offer?
Nest Egg offers Investing 401k - Participant and Investing 401k - Employer.
Who are Nest Egg's investors?
Nest Egg has 2 investors. Key investors include Republic Bank, and OceanFirst Bank.