nest egg Employee Directory

Q: What is nest egg known for?

nest egg was founded in 2016. nest egg operates in the Financial Services industry.

Q: How many employees does nest egg have currently?

nest egg has approximately 16 employees.

Q: Who are nest egg's key employees and leadership?

nest egg's key employees include: Co-Founder & Ceo: M. C., Vp Of Revenue: C. S., Co-Founder & President: A. M..

Financial ServicesUnited States11-50 Employees

Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience.  Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser.   Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.

Find nest egg employees' phone numbers or email addresses

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

C. S.
Vp Of Revenue
Mobile Phone
Email
M. C.
Co-Founder & Ceo
Mobile Phone
Email
A. M.
Co-Founder & President
Mobile Phone
Email
R. K.
Owner
Mobile Phone
Email
J. D.
Director Of Advisors
Mobile Phone
Email
J. L.
Director Operations & Accounting
Mobile Phone
Email
J. D.
Director Of Advisors
Mobile Phone
Email
A. T.
Board Observer
Mobile Phone
Email

Contact profiles from nest egg

Name

Title

Contact Info

Location

Last Update

A. M.
Co-Founder & President
Mobile Phone
Email
United StatesNew York
Nov 11, 2025
M. C.
Co-Founder & Ceo
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
R. K.
Owner
Mobile Phone
Email
Oct 23, 2024
C. S.
Vp Of Revenue
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
J. D.
Director Of Advisors
Mobile Phone
Email
United StatesMississippi
Nov 11, 2025
J. L.
Director Operations & Accounting
Mobile Phone
Email
United StatesMississippi
Nov 11, 2025
J. D.
Director Of Advisors
Mobile Phone
Email
United StatesPennsylvania
Aug 01, 2024
A. T.
Board Observer
Mobile Phone
Email
United StatesGeorgia
Nov 11, 2025
E. P.
Financial Services Representative
Mobile Phone
Email
United StatesMississippi
Nov 11, 2025
S. H.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025

Frequently Asked Questions

What is nest egg known for?

nest egg was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 20 Ash Street, 3rd Floor Conshohocken, PA 19428, US. 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 16 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are nest egg's key employees and leadership?

As of October 2025, nest egg's key employees include:

Vp Of Revenue: C. S.
Co-Founder & Ceo: M. C.
Co-Founder & President: A. M.
Owner: R. K.
Director Of Advisors: J. D.

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