About NestEgg Wealth
NestEgg Wealth is a company based in New York (United States) founded in 2011 was acquired by AdvisorEngine in December 2014.. NestEgg Wealth operates in a competitive market with competitors including Quantifeed, PINTEC, Fount, AQUMON and Parmenion, among others.
- Headquarter New York, United States
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
AdvisorEngine
(Dec 18, 2014)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Funding Insights of NestEgg Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in NestEgg Wealth
NestEgg Wealth has secured backing from 1 investor. Prominent investors backing the company include AdvisorEngine. 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 |
|---|---|---|---|---|
|
Digital wealth management platform for financial advisors is offered.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by NestEgg Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - NestEgg Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Nestegg Wealth Comparisons
Competitors of NestEgg Wealth
NestEgg Wealth 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 Quantifeed, PINTEC, Fount, AQUMON and Parmenion, 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 |
White-label robo-advisory solutions are offered for wealth management firms.
|
|
| domain | founded_year | HQ Location |
Retail financial solutions are provided to institutions and clients.
|
|
| domain | founded_year | HQ Location |
Asset management services are provided by Fount for financial freedom.
|
|
| domain | founded_year | HQ Location |
White-label robo advisors are provided to financial advisors.
|
|
| domain | founded_year | HQ Location |
Diversified investment management services are provided to clients.
|
|
| domain | founded_year | HQ Location |
White-label robo-advisors and wealth management solutions are provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about NestEgg Wealth
When was NestEgg Wealth founded?
NestEgg Wealth was founded in 2011.
Where is NestEgg Wealth located?
NestEgg Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.
What does NestEgg Wealth do?
NestEgg is an online wealth management software that provides model portfolio building, tradingrebalancing, account opening and CRM functionality to support online channel of a financial advisor. The platform integrates directly with the custodian to automate the business. The software is also open for download for individual investor. The Portfolio Builder constructs a custom-tailored investment mix for the user. The company was acquired by Vanare in December 2014.
Who are the top competitors of NestEgg Wealth?
NestEgg Wealth's top competitors include PINTEC, Bambu and InvestSuite.
Who are NestEgg Wealth's investors?
NestEgg Wealth has 1 investor. Key investors include AdvisorEngine.