About Nest Wealth
Nest Wealth is a Technology company based in Toronto (Canada) founded in 2014, and was acquired by Objectway in January 2024. Fully managed investment account. Nest Wealth has raised $5.95 million across 3 funding rounds from investors including National Bank of Canada, Objectway and Metroland Media. Nest Wealth has completed 1 acquisition, including RazorPlan. Nest Wealth offers products and services including Nest Wealth Plus, Nest Wealth Direct, RazorPlan, and Digital Wealth Ecosystem. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is Nest Wealth Asset Management Inc. Its competitors include Wealthsimple, Responsive and WealthBar; 3 of its 3 listed competitors have raised funding.
Company details
Nest Wealth is an online portfolio manager that uses a combination of large low-cost broad ETFs from the largest ETF providers in Canada to construct the investment portfolio. All client accounts are held at National Bank Correspondent Network, a member of the Canadian Investor Protection Fund and backed by the strength of National Bank. Nest Wealth charges a flat 80 monthly advisory fee. The other fees incurred are the costs of trading and holding the ETFs you will own.
- Headquarters Toronto, Canada
- Stage Acquired
- SectorsTechnology
- Website nestwealth.com
- Social LinkedIn X YouTube
- Acquired by Objectway (Jan 2024)
- Legal Name Nest Wealth Asset Management Inc.
- Total Equity Funding$5.95M (USD)
in 3 rounds
- InvestorsNational Bank of Canada
& 2 more
- Investments & Acquisitions
- Acquired byObjectway
(Jan 2024)
Products & Services of Nest Wealth
Nest Wealth offers a comprehensive portfolio of products and services, including Nest Wealth Plus, Nest Wealth Direct, RazorPlan, and Digital Wealth Ecosystem.
Platform for advisors to manage client investments and portfolios
App for investors to handle personal wealth and financial planning
Software simplifying complex financial planning processes for users
System for client engagement and investment management solutions
Apps and channels of Nest Wealth
its YouTube channel Objectway has 179 subscribers and 30 videos.
Videos from Nest Wealth
The most watched videos on Nest Wealth's YouTube channel, Objectway (179 subscribers). Click a video to play it here.
More on Objectway.
Funding Insights of Nest Wealth
Nest Wealth has successfully raised a total of $5.95M across 3 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 $5.95M
- Total Rounds 3
- First Round $1.5M
(Aug 2015)
- Investors Count 2
All 3 funding rounds of Nest Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2020 | Series B | – | National Bank of Canada | – | |
| Apr 2017 | $4.45M | Series A | – | National Bank of Canada | – |
| Aug 2015 | $1.5M | Seed | – | – |
3 investors in total: 3 institutional.
Investors in Nest Wealth
Nest Wealth has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include National Bank of Canada, Objectway and Metroland Media.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial bank | 1859 | nbc.ca | Montreal, Canada | |
| metroland.com | ||||
Provider of software solutions for wealth managers | 1990 | objectway.com | Milan, Italy |
Investor details for Nest Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Nest Wealth
7 people are tracked at Nest Wealth (4 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Andrei Papaz | VP Architecture | Leadership |
Keren Haberman | Operations Director, Customer Success & Products | Leadership |
Oghale O. | Head Of Client Experience | Leadership |
Amanda Small | VP People And Culture | Leadership |
Sean Peters | Group Product Manager | Team |
Ewelina Rogowska | Customer Success Manager | Team |
Mike Howe | Customer Success Manager, Razorplan | Team |
Complete people profiles for Nest Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Nest Wealth
Nest Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RazorPlan.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning solutions are offered to asset managers and advisors. | razorplan.com | Toronto, Canada | 2011 | May 2019 | •••• |
Complete acquisition details for Nest Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Nest Wealth
Competitors of Nest Wealth
Nest Wealth has 3 listed competitors in our database, 3 of them funded. They include Wealthsimple, Responsive and WealthBar.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wealthsimple.com | 2014 | Toronto, Canada | $1.29B | 1,251 | Online robo advisory and stock trading services are provided. | |
| responsive.ai | 2015 | Vancouver, Canada | $6.9M | AI-driven portfolios are adapted to global economic changes for users. | ||
| wealthbar.com | 2012 | Vancouver, Canada | $4.26M | Online portfolio management and financial advisory services are offered. |
Detailed competitors of Nest Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Nest Wealth
The website of Nest Wealth (nestwealth.com) receives about 5.1K visits a month.
- Monthly visits5.1K
▼ 34.7% vs previous month
Websites whose visitors overlap most with Nest Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthbar.com | 100% | 1.8K | #11,031,602 | View details | |
| fiveelms.com | 100% | #1,590,189 | View details | ||
wealthprofessional.ca | wealthprofessional.ca | 89% | #481,332 | – | |
| wealthsimple.com | 64% | 10.9M | #5,448 | View details | |
fattmerchant.com | fattmerchant.com | 59% | #11,211,150 | – |
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Related news about Nest Wealth
Complete news archive for Nest Wealth
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Frequently Asked Questions about Nest Wealth
Nest Wealth was founded in 2014 and raised its 1st funding round 1 year after it was founded.
Nest Wealth is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Nest Wealth is a funded company, having raised a total of $5.95M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.5M, raised on Aug 2015.
Nest Wealth is an online portfolio manager that uses a combination of large low-cost broad ETFs from the largest ETF providers in Canada to construct the investment portfolio. All client accounts are held at National Bank Correspondent Network, a member of the Canadian Investor Protection Fund and backed by the strength of National Bank. Nest Wealth charges a flat 80 monthly advisory fee. The other fees incurred are the costs of trading and holding the ETFs you will own.
Nest Wealth's top competitors include Wealthsimple, Responsive and WealthBar.
Nest Wealth offers Nest Wealth Plus, Nest Wealth Direct, RazorPlan, and Digital Wealth Ecosystem.
Nest Wealth has made 1 acquisition, including RazorPlan.
Nest Wealth has 3 investors. Key investors include National Bank of Canada, Objectway, and Metroland Media.
Nest Wealth operates through Nest Wealth Asset Management Inc..
Yes. Nest Wealth was acquired by Objectway in January 2024.