What departments does nest egg have?

nest egg has employees across 2 departments including Entrepreneurship, Operations.

What is the largest department at nest egg?

The largest department at nest egg is Entrepreneurship with 1 employees.

Where are nest egg employees located globally?

nest egg has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has nest egg's team size changed over time?

nest egg's team has remained stable from approximately 12 to 12 employees based on available data.

nest egg Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Nest Egg is a financial services firm that provides on-demand, full-service financial advice in collaboration with financial institutions, benefits providers, and associations. Advisors based in the United States deliver guidance digitally, in-branch, and online through a proprietary technology platform, using live video and chat to connect with clients and members. The company has earned recognition from third parties, including Top Advisor honors from Newsweek and USA Today, and it serves more than 10,000 clients alongside a growing set of institutional partners.

Headquartered in Conshohocken, Pennsylvania, the company structures its offering through Nest Investments LLC (investment advisory services), Nest Investments BD LLC (securities), and Nest Insurance LLC (insurance), each operating under its respective regulatory framework. The organization is described as a small to mid-sized firm with a focused team. In 2023, Nest Egg announced a collaboration with GoLogiq to explore a retirement investing app, illustrating a recent expansion of its digital strategy.

nest egg Global Highlights

North America
18

United States Of America
18

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

nest egg's Leadership

R. K.
Owner
Mobile Phone
Email
J. L.
Director Of Operations And Accounting
Mobile Phone
Email
M. M.
Operations Specialist
Mobile Phone
Email

nest egg Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Business
Supply Chain
Accounting
Other

Contact profiles from nest egg

Name

Title

Contact

Location

Last Update

R. K.
Owner
Mobile Phone
Email
Oct 23, 2024
J. L.
Director Of Operations And Accounting
Mobile Phone
Email
Jul 24, 2026
M. M.
Operations Specialist
Mobile Phone
Email
Jul 27, 2026

Frequently Asked Questions

What is nest egg known for?

nest egg was founded in 2016 operates in the Financial Services industry. Explore nest egg's company overview page for more information.

What is nest egg's most common email format?

nest egg employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more nest egg email formats with LeadIQ.

How many employees does nest egg have currently?

nest egg has approximately 21 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are nest egg's key employees and leadership?

As of July 2026, nest egg's key employees include:

Owner: R. K.
Director Of Operations And Accounting: J. L.
Operations Specialist: M. M.

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nest egg Employee Directory

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