Nest Wealth

Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure all investors have access to sophisticated, personalized and transparent wealth management services. Wealth management firms and individual advisors can provide and manage virtually any investment to any investor through any distribution channel with Nest Wealth's configurable white label practice management tool. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions to modernize their wealth management platforms.