Nest wealth

wealthtech-retailrobo advisors

FOUNDING YEAR: 2014
LOCATION:
Last Update: 05/07/2020

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About

Nest Wealth is an online wealth management platform that provides client with customized portfolios based on their current financial situation, goals and risk tolerance. Nest Wealth monitors and rebalances the individual portfolios back to the original asset allocation established by the client.

Focus

PRODUCTS & SERVICES

Online automated financial advisor

REVENUE MODEL

Nest Wealth charges a flat monthly subscription fee starting at $20 and max up to $80 per month and separate charges for trading and other services. It also offers wealth management software to the financial firms & advisors.

MAIN CLIENTS

Retail investors

Traction

VALUATION / MARKET CAP:

$40 M in 2017

Momentum

FUNDED

YES

TOTAL FUNDING

$5.92 M

DATE OF LAST FUNDING

Apr 2017

SEED & PRIOR FUNDING

$1.5 M

FUNDING SERIES

SERIES A  · $4.42 M  · Apr 2017

LISTED

NO

BASICS

FOUNDING YEAR:

2014

LOCATION:

Views:

71 VISITORS | 101 VIEWS
LATEST FUNDING ROUND

$5.92 M

TOTAL EMPLOYEES
51-200

About

Nest Wealth is an online wealth management platform that provides client with customized portfolios based on their current financial situation, goals and risk tolerance. Nest Wealth monitors and rebalances the individual portfolios back to the original asset allocation established by the client.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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Momentum+
Traction+
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