NestEgg Wealth

wealthtech-retailpersonal finance management

STATUS: Acquired/Merged
FOUNDING YEAR: 2011
LOCATION: United States
Last Update: 17/07/2020

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About

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

People

FOUNDERS

Alexey Sokolin

Lex Sokolin

NUMBER OF EMPLOYEES

1-10

Momentum

FUNDED

YES

TOTAL FUNDING

$28.25 M

DATE OF LAST FUNDING

2018

SEED & PRIOR FUNDING

$3.25 M

SEED CLOSED ON

Nov 2015

FUNDING SERIES

SERIES A  · $20 M  · Nov 2016

OTHERS  · $5 M · May 2017

DEBT FUNDING

$22 M

LISTED

NO

Innovation Programs

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