NestEgg Wealth

wealthtech-retailpersonal finance management

STATUS: Acquired/Merged
FOUNDING YEAR: 2011
LOCATION: United States
Last Update: 19/01/2021

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About

We provide information, products and strategies geared specifically to the needs of people in and near retirement. Here at Nestegg Wealth Advisors, we have greater access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement. Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

MEDICI Analysis

NestEgg Wealth was acquired by Vanare on Dec 2014, provides objective investment and financial planning advice using the tools and technology .Nest Egg financial planning engine outlines a saving and spending plan to ensure reach financial goals.

Focus

PRODUCTS & SERVICES

Online wealth management software & Financial planning tools for individual investors, advisors

REVENUE MODEL

The revenue stream for the company is a percentage of AUM.

EXISTING PARTNERSHIPS

Basis Code

company provided insights
Acquisitions

M&A

ACQUIRED BY

coinpay

ANNOUNCED DATE

Dec 2014

PRICE

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Web Traffic

Web Traffic

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AVERAGE VISITS (6 MONTHS)

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Innovation Programs

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